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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 | $544 | $158,827-99.7% | $121,208-99.6% | $135,382-99.6% |
| Participation rate | 7.7% | 79.3%-71.6pp | 71.8%-64.1pp | 82.6%-74.9pp |
| Annual return | 16.53% | -0.64%+17.2pp | 16.93%-0.4pp | 519.77%-503.2pp |
| Employer contribution / active EE | $27 | $5,666-99.5% | $4,023-99.3% | $4,779-99.4% |
| Participant deferral / active EE | $262 | $4,006-93.5% | $3,345-92.2% | $5,609-95.3% |
| Admin fee / account holder | $588,400 | $6,514+8933.5% | $5,020+11620.5% | $10,829+5333.8% |