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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 | $4,191 | $108,685-96.1% | $74,719-94.4% | $152,885-97.3% |
| Participation rate | 23.1% | 65.3%-42.3pp | 54.5%-31.4pp | 82.5%-59.4pp |
| Annual return | 10.44% | 114.09%-103.7pp | 753.05%-742.6pp | 345.39%-335.0pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $258 | $2,712-90.5% | $1,963-86.9% | $5,851-95.6% |
| Admin fee / account holder | $2,778 | $4,905-43.4% | $3,334-16.7% | $11,598-76.0% |