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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 | $843 | $103,008-99.2% | $90,304-99.1% | $152,897-99.4% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 22.59% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,545 | $4,281-63.9% | $3,885-60.2% | $5,851-73.6% |
| Admin fee / account holder | $27,207 | $6,175+340.6% | $5,354+408.2% | $11,599+134.6% |