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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 | $1,365 | $27,936-95.1% | $58,561-97.7% | $75,173-98.2% |
| Participation rate | 65.5% | 38.8%+26.7pp | 50.9%+14.6pp | 67.2%-1.7pp |
| Annual return | 31.69% | 44.21%-12.5pp | 4251.33%-4219.6pp | 160.72%-129.0pp |
| Employer contribution / active EE | $313 | $670-53.2% | $1,053-70.3% | $2,671-88.3% |
| Participant deferral / active EE | $472 | $1,202-60.7% | $1,923-75.4% | $4,126-88.6% |
| Admin fee / account holder | $500 | $1,727-71.1% | $2,520-80.2% | $5,651-91.2% |