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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 | $1,545 | $29,716-94.8% | $56,077-97.2% | $80,925-98.1% |
| Participation rate | 12.4% | 41.7%-29.3pp | 52.5%-40.1pp | 67.7%-55.3pp |
| Annual return | 0.00% | 35.30%-35.3pp | 1709.28%-1709.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $269 | $1,228-78.1% | $1,954-86.2% | $4,299-93.7% |
| Admin fee / account holder | $531 | $2,432-78.2% | $2,825-81.2% | $6,940-92.4% |