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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 | $2,675 | $90,320-97.0% | $59,496-95.5% | $125,388-97.9% |
| Participation rate | 4.2% | 68.3%-64.1pp | 54.6%-50.4pp | 83.2%-79.0pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $38 | $1,792-97.9% | $1,153-96.7% | $4,866-99.2% |
| Participant deferral / active EE | $90 | $2,716-96.7% | $1,829-95.1% | $5,352-98.3% |
| Admin fee / account holder | $5,043 | $3,063+64.7% | $2,232+125.9% | $9,541-47.1% |