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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 | $1,788 | $167,030-98.9% | $135,768-98.7% | $155,188-98.8% |
| Participation rate | 60.9% | 76.2%-15.3pp | 71.1%-10.2pp | 80.8%-19.9pp |
| Annual return | 18.33% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3 | $4,132-99.9% | $3,394-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $1,283 | $4,528-71.7% | $3,977-67.7% | $6,531-80.3% |
| Admin fee / account holder | $463 | $8,172-94.3% | $7,048-93.4% | $14,480-96.8% |