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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 | $1,331 | $67,396-98.0% | $60,919-97.8% | $134,545-99.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,674 | $4,534-41.0% | $3,814-29.9% | $6,401-58.2% |
| Admin fee / account holder | $618 | $4,590-86.5% | $3,228-80.9% | $11,431-94.6% |