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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 | $86 | $97,125-99.9% | $86,233-99.9% | $137,256-99.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 21.85% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $21,974 | $2,841+673.4% | $2,504+777.4% | $4,156+428.7% |
| Participant deferral / active EE | $26,782 | $5,180+417.1% | $4,559+487.4% | $6,407+318.0% |
| Admin fee / account holder | $284,117 | $9,725+2821.6% | $8,342+3305.8% | $12,270+2215.5% |