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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 | $7,423 | $152,591-95.1% | $117,529-93.7% | $134,545-94.5% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,666 | $5,576-70.1% | $4,179-60.1% | $4,742-64.9% |
| Participant deferral / active EE | $1,850 | $4,821-61.6% | $4,072-54.6% | $6,401-71.1% |
| Admin fee / account holder | $1,187 | $7,004-83.1% | $5,645-79.0% | $11,431-89.6% |