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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 | $855 | $29,736-97.1% | $56,033-98.5% | $80,935-98.9% |
| Participation rate | 30.6% | 41.7%-11.1pp | 52.5%-21.9pp | 67.7%-37.1pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $379 | $1,228-69.1% | $1,954-80.6% | $4,299-91.2% |
| Admin fee / account holder | $429 | $2,434-82.4% | $2,827-84.8% | $6,924-93.8% |