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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 | $195 | $88,754-99.8% | $81,820-99.8% | $145,877-99.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 18.29% | 1031.77%-1013.5pp | 777.93%-759.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,552 | $3,085-17.3% | $2,915-12.5% | $4,663-45.3% |
| Participant deferral / active EE | $2,550 | $4,648-45.1% | $4,323-41.0% | $6,691-61.9% |
| Admin fee / account holder | $46,702 | $8,424+454.4% | $7,391+531.9% | $13,402+248.5% |