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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 | $316 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 8.3% | 63.9%-55.6pp | 55.6%-47.3pp | 80.0%-71.6pp |
| Annual return | 7.69% | 219.11%-211.4pp | 302.12%-294.4pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $290 | $2,288-87.3% | $1,790-83.8% | $6,407-95.5% |
| Admin fee / account holder | $4,692 | $2,844+65.0% | $2,495+88.1% | $12,270-61.8% |