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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 | $18,280 | $167,352-89.1% | $143,788-87.3% | $134,509-86.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -19.42% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,508 | $6,447-45.6% | $5,638-37.8% | $6,400-45.2% |
| Admin fee / account holder | $1,387 | $18,091-92.3% | $14,675-90.5% | $11,427-87.9% |