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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 | $727 | $76,608-99.1% | $56,077-98.7% | $145,877-99.5% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 10.19% | 3009.59%-2999.4pp | 1709.28%-1699.1pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $257 | $2,624-90.2% | $1,954-86.8% | $6,691-96.2% |
| Admin fee / account holder | $494 | $3,325-85.1% | $2,825-82.5% | $13,402-96.3% |