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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 | $1,610 | $88,702-98.2% | $81,780-98.0% | $145,978-98.9% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 15.64% | 1029.12%-1013.5pp | 776.27%-760.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $9,332 | $3,084+202.6% | $2,914+220.3% | $4,662+100.2% |
| Participant deferral / active EE | $18,198 | $4,645+291.8% | $4,321+321.2% | $6,690+172.0% |
| Admin fee / account holder | $265,686 | $8,414+3057.5% | $7,384+3498.2% | $13,400+1882.7% |