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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 | $2,002 | $123,859-98.4% | $69,632-97.1% | $145,897-98.6% |
| Participation rate | 28.6% | 69.2%-40.6pp | 66.4%-37.9pp | 80.3%-51.7pp |
| Annual return | 18.64% | 192.49%-173.8pp | 101.32%-82.7pp | 552.29%-533.6pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $653 | $4,242-84.6% | $2,889-77.4% | $6,689-90.2% |
| Admin fee / account holder | $320 | $7,817-95.9% | $4,695-93.2% | $13,390-97.6% |