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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 | $260 | $152,597-99.8% | $117,533-99.8% | $134,532-99.8% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -18.31% | 53.04%-71.4pp | 29.77%-48.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $197 | $5,576-96.5% | $4,179-95.3% | $4,741-95.8% |
| Participant deferral / active EE | $391 | $4,821-91.9% | $4,072-90.4% | $6,401-93.9% |
| Admin fee / account holder | $18,110 | $7,007+158.5% | $5,647+220.7% | $11,429+58.5% |