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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 | $1,037 | $76,519-98.6% | $56,025-98.1% | $145,897-99.3% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.9pp | 80.3%-66.7pp |
| Annual return | 13.92% | 3017.03%-3003.1pp | 1712.69%-1698.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $76 | $1,383-94.5% | $1,042-92.7% | $4,663-98.4% |
| Participant deferral / active EE | $279 | $2,624-89.4% | $1,955-85.7% | $6,689-95.8% |
| Admin fee / account holder | $875 | $3,331-73.7% | $2,828-69.1% | $13,390-93.5% |