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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 | $3,243 | $75,959-95.7% | $154,114-97.9% | $64,181-94.9% |
| Participation rate | 31.0% | 70.4%-39.4pp | 83.0%-52.0pp | 69.6%-38.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,549 | $3,175-51.2% | $5,081-69.5% | $3,470-55.4% |
| Admin fee / account holder | $985 | $5,589-82.4% | $13,411-92.7% | $4,887-79.8% |