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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 | $1,819 | $100,203-98.2% | $85,240-97.9% | $145,897-98.8% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 18.24% | 84.28%-66.0pp | 66.75%-48.5pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,928 | $5,299+200.6% | $4,527+251.8% | $6,689+138.1% |
| Admin fee / account holder | $4,609 | $7,265-36.6% | $6,165-25.2% | $13,390-65.6% |