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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 | $284 | $81,749-99.7% | $58,544-99.5% | $139,456-99.8% |
| Participation rate | 5.9% | 61.3%-55.4pp | 50.9%-45.0pp | 80.3%-74.4pp |
| Annual return | 19.83% | 7425.45%-7405.6pp | 4249.56%-4229.7pp | 373.45%-353.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,137 | $3,272-34.7% | $2,520-15.2% | $11,407-81.3% |