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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 | $557 | $108,285-99.5% | $77,552-99.3% | $158,982-99.6% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $164 | $1,325-87.6% | $987-83.3% | $4,763-96.5% |
| Participant deferral / active EE | $347 | $2,455-85.9% | $1,861-81.4% | $5,983-94.2% |
| Admin fee / account holder | $341 | $3,709-90.8% | $2,859-88.1% | $11,252-97.0% |