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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 | $728 | $67,823-98.9% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 57.9% | 63.9%-6.0pp | 55.6%+2.3pp | 80.0%-22.1pp |
| Annual return | 11.49% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $240 | $2,288-89.5% | $1,790-86.6% | $6,407-96.3% |
| Admin fee / account holder | $336 | $2,844-88.2% | $2,495-86.5% | $12,270-97.3% |