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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 | $3,093 | $138,114-97.8% | $125,391-97.5% | $134,545-97.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -18.02% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $5,538 | $5,246+5.6% | $4,816+15.0% | $4,742+16.8% |
| Participant deferral / active EE | $10,911 | $7,801+39.9% | $7,448+46.5% | $6,401+70.5% |
| Admin fee / account holder | $45,418 | $11,570+292.5% | $10,009+353.8% | $11,431+297.3% |