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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 | $3,514 | $45,312-92.2% | $86,233-95.9% | $67,986-94.8% |
| Participation rate | 43.3% | 42.4%+0.9pp | 69.0%-25.7pp | 57.2%-13.9pp |
| Annual return | 470.78% | 24.79%+446.0pp | 61.39%+409.4pp | 31.67%+439.1pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $639 | $2,185-70.8% | $4,559-86.0% | $3,358-81.0% |
| Admin fee / account holder | $421 | $3,295-87.2% | $8,342-95.0% | $3,203-86.9% |