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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 | $9,430 | $49,199-80.8% | $121,210-92.2% | $75,177-87.5% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 15.52% | 56.04%-40.5pp | 987.41%-971.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $1,374 | $1,547-11.2% | $4,171-67.0% | $2,671-48.5% |
| Participant deferral / active EE | $1,478 | $2,630-43.8% | $4,084-63.8% | $4,126-64.2% |
| Admin fee / account holder | $428 | $3,946-89.2% | $5,647-92.4% | $5,651-92.4% |