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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 | $679 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 9.26% | 219.11%-209.9pp | 302.12%-292.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $486 | $2,288-78.8% | $1,790-72.9% | $6,407-92.4% |
| Admin fee / account holder | $1,389 | $2,844-51.2% | $2,495-44.3% | $12,270-88.7% |