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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 | $68,097-96.4% | $62,929-96.1% | $137,256-98.2% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 16.73% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,525 | $2,811-10.2% | $2,505+0.8% | $4,156-39.2% |
| Participant deferral / active EE | $2,915 | $4,553-36.0% | $3,888-25.0% | $6,407-54.5% |
| Admin fee / account holder | $3,597 | $6,521-44.8% | $5,065-29.0% | $12,270-70.7% |