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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 | $1,325 | $116,360-98.9% | $65,566-98.0% | $139,466-99.1% |
| Participation rate | 55.6% | 67.8%-12.2pp | 64.9%-9.4pp | 80.3%-24.8pp |
| Annual return | 31.91% | 31.23%+0.7pp | 47.40%-15.5pp | 373.66%-341.8pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $826 | $4,242-80.5% | $2,832-70.8% | $6,712-87.7% |
| Admin fee / account holder | $643 | $6,701-90.4% | $4,114-84.4% | $11,409-94.4% |