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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 | $368 | $84,464-99.6% | $61,399-99.4% | $134,509-99.7% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | 0.00% | 585.06%-585.1pp | 338.81%-338.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $202 | $2,818-92.8% | $2,124-90.5% | $6,400-96.8% |
| Admin fee / account holder | $519 | $2,587-79.9% | $2,131-75.7% | $11,427-95.5% |