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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 | $2,426 | $76,368-96.8% | $67,681-96.4% | $154,746-98.4% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 16.73% | 1066.77%-1050.0pp | 590.58%-573.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,525 | $3,151-19.9% | $2,678-5.7% | $4,379-42.3% |
| Participant deferral / active EE | $2,915 | $4,824-39.6% | $3,976-26.7% | $6,730-56.7% |
| Admin fee / account holder | $3,597 | $8,559-58.0% | $6,100-41.0% | $14,365-75.0% |