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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 | $5,673 | $100,073-94.3% | $85,126-93.3% | $145,877-96.1% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 19.33% | 84.11%-64.8pp | 66.63%-47.3pp | 551.28%-532.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,895 | $5,294-45.3% | $4,523-36.0% | $6,691-56.7% |
| Admin fee / account holder | $420,533 | $7,261+5691.6% | $6,160+6726.5% | $13,402+3037.8% |