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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 | $977 | $150,447-99.4% | $136,298-99.3% | $147,586-99.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 35.58% | 1049.15%-1013.6pp | 5156.27%-5120.7pp | 578.59%-543.0pp |
| Employer contribution / active EE | $3,264 | $5,256-37.9% | $4,696-30.5% | $4,876-33.1% |
| Participant deferral / active EE | $5,404 | $6,631-18.5% | $6,247-13.5% | $5,439-0.6% |
| Admin fee / account holder | $20,765 | $10,906+90.4% | $9,244+124.6% | $10,886+90.7% |