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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 | $1,431 | $84,628-98.3% | $61,501-97.7% | $134,545-98.9% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -20.14% | 585.61%-605.8pp | 339.04%-359.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $141 | $1,545-90.9% | $1,160-87.8% | $4,742-97.0% |
| Participant deferral / active EE | $282 | $2,819-90.0% | $2,125-86.7% | $6,401-95.6% |
| Admin fee / account holder | $1,399 | $2,587-45.9% | $2,132-34.4% | $11,431-87.8% |