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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 | $504 | $109,872-99.5% | $98,483-99.5% | $167,536-99.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 11.26% | 1959.31%-1948.0pp | 1494.38%-1483.1pp | 478.82%-467.6pp |
| Employer contribution / active EE | $827 | $3,225-74.4% | $2,961-72.1% | $4,839-82.9% |
| Participant deferral / active EE | $1,198 | $4,673-74.4% | $4,276-72.0% | $6,342-81.1% |
| Admin fee / account holder | $2,752 | $6,757-59.3% | $5,953-53.8% | $12,315-77.7% |