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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 | $917 | $67,823-98.6% | $52,425-98.3% | $137,256-99.3% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 40.46% | 219.11%-178.6pp | 302.12%-261.7pp | 220.34%-179.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $787 | $2,288-65.6% | $1,790-56.0% | $6,407-87.7% |
| Admin fee / account holder | $814 | $2,844-71.4% | $2,495-67.4% | $12,270-93.4% |