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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 | $12,956 | $138,102-90.6% | $125,381-89.7% | $134,532-90.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -9.40% | 750.73%-760.1pp | 572.31%-581.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $3,138 | $5,245-40.2% | $4,815-34.8% | $4,741-33.8% |
| Participant deferral / active EE | $5,252 | $7,801-32.7% | $7,448-29.5% | $6,401-17.9% |
| Admin fee / account holder | $53,633 | $11,568+363.6% | $10,007+436.0% | $11,429+369.3% |