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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 | $354 | $81,749-99.6% | $58,544-99.4% | $139,456-99.7% |
| Participation rate | 8.3% | 61.3%-53.0pp | 50.9%-42.5pp | 80.3%-72.0pp |
| Annual return | 23.10% | 7425.45%-7402.3pp | 4249.56%-4226.5pp | 373.45%-350.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $170 | $2,555-93.3% | $1,923-91.2% | $6,711-97.5% |
| Admin fee / account holder | $3,155 | $3,272-3.6% | $2,520+25.2% | $11,407-72.3% |