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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 | $169,336-99.7% | $129,384-99.6% | $145,884-99.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 20.31% | 14408.70%-14388.4pp | 9461.77%-9441.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $377 | $4,985-92.4% | $4,166-90.9% | $6,690-94.4% |
| Admin fee / account holder | $4,293 | $9,912-56.7% | $7,686-44.1% | $13,392-67.9% |