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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 | $5,726 | $90,320-93.7% | $59,496-90.4% | $125,389-95.4% |
| Participation rate | 0.0% | 68.3%-68.3pp | 54.6%-54.6pp | 83.2%-83.2pp |
| Annual return | -3.00% | 369.13%-372.1pp | 182.05%-185.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $595 | $1,792-66.8% | $1,153-48.4% | $4,866-87.8% |
| Participant deferral / active EE | $716 | $2,716-73.6% | $1,829-60.9% | $5,352-86.6% |
| Admin fee / account holder | $500 | $3,063-83.7% | $2,232-77.6% | $9,541-94.8% |