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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 | $3,540 | $197,819-98.2% | $155,789-97.7% | $125,389-97.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | -0.81% | 86.73%-87.5pp | 71.54%-72.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,171 | $5,631-61.4% | $4,798-54.7% | $5,352-59.4% |
| Admin fee / account holder | $507 | $9,544-94.7% | $7,477-93.2% | $9,541-94.7% |