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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 | $920 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 13.54% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $479 | $1,163-58.8% | $914-47.6% | $4,156-88.5% |
| Participant deferral / active EE | $2,808 | $2,288+22.7% | $1,790+56.8% | $6,407-56.2% |
| Admin fee / account holder | $48,125 | $2,844+1592.1% | $2,495+1828.9% | $12,270+292.2% |