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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 | $76,608-98.6% | $56,077-98.2% | $145,877-99.3% |
| Participation rate | 13.6% | 63.2%-49.6pp | 52.5%-38.9pp | 80.3%-66.7pp |
| Annual return | 13.92% | 3009.59%-2995.7pp | 1709.28%-1695.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $76 | $1,382-94.5% | $1,040-92.7% | $4,663-98.4% |
| Participant deferral / active EE | $279 | $2,624-89.4% | $1,954-85.7% | $6,691-95.8% |
| Admin fee / account holder | $875 | $3,325-73.7% | $2,825-69.0% | $13,402-93.5% |