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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,731 | $173,526-90.4% | $136,072-87.7% | $145,884-88.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 16.26% | 1167.12%-1150.9pp | 580.46%-564.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,886 | $5,285-64.3% | $4,216-55.3% | $4,662-59.5% |
| Participant deferral / active EE | $3,322 | $8,711-61.9% | $7,028-52.7% | $6,690-50.3% |
| Admin fee / account holder | $195,106 | $9,665+1918.8% | $6,718+2804.3% | $13,392+1356.9% |