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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 | $2,312 | $85,766-97.3% | $136,298-98.3% | $70,126-96.7% |
| Participation rate | 36.8% | 74.2%-37.3pp | 81.9%-45.1pp | 69.5%-32.7pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,002 | $5,051-40.6% | $6,247-52.0% | $3,332-9.9% |
| Admin fee / account holder | $24,237 | $5,421+347.1% | $9,244+162.2% | $4,645+421.7% |