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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 | $653 | $29,733-97.8% | $56,025-98.8% | $80,959-99.2% |
| Participation rate | 43.5% | 41.7%+1.8pp | 52.5%-9.0pp | 67.7%-24.1pp |
| Annual return | 12.00% | 35.28%-23.3pp | 1712.69%-1700.7pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $322 | $1,229-73.8% | $1,955-83.5% | $4,300-92.5% |
| Admin fee / account holder | $813 | $2,434-66.6% | $2,828-71.2% | $6,925-88.3% |