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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 | $669 | $152,597-99.6% | $117,533-99.4% | $134,532-99.5% |
| Participation rate | 38.5% | 77.1%-38.6pp | 70.6%-32.1pp | 81.2%-42.8pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $513 | $4,821-89.4% | $4,072-87.4% | $6,401-92.0% |
| Admin fee / account holder | $1,034 | $7,007-85.2% | $5,647-81.7% | $11,429-91.0% |