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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 | $1,923 | $78,690-97.6% | $161,489-98.8% | $87,485-97.8% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 20.25% | 32.74%-12.5pp | 89.72%-69.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $736 | $2,588-71.6% | $4,268-82.8% | $2,596-71.7% |
| Participant deferral / active EE | $1,210 | $3,311-63.4% | $5,630-78.5% | $4,274-71.7% |
| Admin fee / account holder | $74,903 | $6,724+1014.0% | $16,006+368.0% | $7,775+863.4% |