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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 | $1,475 | $84,685-98.3% | $73,836-98.0% | $125,389-98.8% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | 2.19% | 3123.80%-3121.6pp | 2268.06%-2265.9pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,208 | $3,993-69.7% | $3,583-66.3% | $5,352-77.4% |
| Admin fee / account holder | $58,650 | $5,694+930.0% | $4,882+1101.4% | $9,541+514.7% |