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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 | $463 | $169,237-99.7% | $129,339-99.6% | $145,978-99.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 20.31% | 14364.43%-14344.1pp | 9437.05%-9416.7pp | 550.52%-530.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $377 | $4,991-92.4% | $4,170-91.0% | $6,690-94.4% |
| Admin fee / account holder | $4,293 | $9,882-56.6% | $7,668-44.0% | $13,400-68.0% |