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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 | $224 | $84,551-99.7% | $61,452-99.6% | $134,532-99.8% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -0.76% | 585.39%-586.1pp | 338.96%-339.7pp | 418.27%-419.0pp |
| Employer contribution / active EE | $247 | $1,545-84.0% | $1,160-78.7% | $4,741-94.8% |
| Participant deferral / active EE | $742 | $2,818-73.7% | $2,125-65.1% | $6,401-88.4% |
| Admin fee / account holder | $9,386 | $2,587+262.7% | $2,131+340.5% | $11,429-17.9% |