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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 | $4,901 | $106,894-95.4% | $84,016-94.2% | $152,870-96.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 31.93% | 104.99%-73.1pp | 71.31%-39.4pp | 345.34%-313.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,800 | $4,011-55.1% | $3,239-44.4% | $5,850-69.2% |
| Admin fee / account holder | $1,927 | $8,286-76.7% | $6,101-68.4% | $11,597-83.4% |