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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 | $818 | $67,823-98.8% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 29.4% | 63.9%-34.5pp | 55.6%-26.2pp | 80.0%-50.5pp |
| Annual return | 17.17% | 219.11%-201.9pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $414 | $2,288-81.9% | $1,790-76.9% | $6,407-93.5% |
| Admin fee / account holder | $2,166 | $2,844-23.8% | $2,495-13.2% | $12,270-82.3% |