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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 | $450 | $81,763-99.4% | $58,561-99.2% | $139,466-99.7% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 10.21% | 7427.77%-7417.6pp | 4251.33%-4241.1pp | 373.66%-363.5pp |
| Employer contribution / active EE | $377 | $1,398-73.0% | $1,053-64.2% | $4,754-92.1% |
| Participant deferral / active EE | $463 | $2,555-81.9% | $1,923-75.9% | $6,712-93.1% |
| Admin fee / account holder | $1,109 | $3,273-66.1% | $2,520-56.0% | $11,409-90.3% |