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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 | $1,532 | $84,685-98.2% | $73,836-97.9% | $125,389-98.8% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 3.54% | 3123.80%-3120.3pp | 2268.06%-2264.5pp | 282.24%-278.7pp |
| Employer contribution / active EE | $2,518 | $3,123-19.4% | $2,787-9.7% | $4,866-48.3% |
| Participant deferral / active EE | $7,064 | $3,993+76.9% | $3,583+97.2% | $5,352+32.0% |
| Admin fee / account holder | $402,927 | $5,694+6976.3% | $4,882+8153.5% | $9,541+4123.2% |