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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 | $424 | $76,519-99.4% | $56,025-99.2% | $145,897-99.7% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 14.56% | 3017.03%-3002.5pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $322 | $1,383-76.7% | $1,042-69.1% | $4,663-93.1% |
| Participant deferral / active EE | $429 | $2,624-83.6% | $1,955-78.0% | $6,689-93.6% |
| Admin fee / account holder | $538 | $3,331-83.9% | $2,828-81.0% | $13,390-96.0% |