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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 | $3,515 | $87,166-96.0% | $76,735-95.4% | $137,256-97.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 3860.00% | 26.50%+3833.5pp | 29.77%+3830.2pp | 220.34%+3639.7pp |
| Employer contribution / active EE | $512 | $2,904-82.4% | $2,454-79.2% | $4,156-87.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,535 | $8,403-81.7% | $7,189-78.6% | $12,270-87.5% |