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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 | $2,127 | $108,695-98.0% | $74,722-97.2% | $152,897-98.6% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 43.94% | 114.11%-70.2pp | 753.11%-709.2pp | 345.43%-301.5pp |
| Employer contribution / active EE | $236 | $1,504-84.3% | $1,084-78.2% | $4,764-95.0% |
| Participant deferral / active EE | $617 | $2,712-77.3% | $1,963-68.6% | $5,851-89.5% |
| Admin fee / account holder | $7,220 | $4,906+47.2% | $3,335+116.5% | $11,599-37.8% |