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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 | $418 | $29,319-98.6% | $52,425-99.2% | $82,448-99.5% |
| Participation rate | 28.4% | 46.9%-18.4pp | 55.6%-27.2pp | 68.1%-39.6pp |
| Annual return | 15.99% | 535.20%-519.2pp | 302.12%-286.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $191 | $586-67.5% | $914-79.1% | $2,551-92.5% |
| Participant deferral / active EE | $794 | $1,171-32.2% | $1,790-55.6% | $4,139-80.8% |
| Admin fee / account holder | $12,168 | $1,962+520.1% | $2,495+387.7% | $7,234+68.2% |