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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 | $4,164 | $138,114-97.0% | $125,391-96.7% | $134,545-96.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -15.79% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,066 | $7,801+93.1% | $7,448+102.3% | $6,401+135.4% |
| Admin fee / account holder | $366,588 | $11,570+3068.4% | $10,009+3562.7% | $11,431+3107.1% |