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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 | $529 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 60.7% | 46.9%+13.9pp | 55.6%+5.1pp | 68.1%-7.4pp |
| Annual return | 15.76% | 535.20%-519.4pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $424 | $1,171-63.8% | $1,790-76.3% | $4,139-89.8% |
| Admin fee / account holder | $324 | $1,962-83.5% | $2,495-87.0% | $7,234-95.5% |