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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 | $1,057 | $100,073-98.9% | $85,126-98.8% | $145,877-99.3% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 57.81% | 84.11%-26.3pp | 66.63%-8.8pp | 551.28%-493.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,300 | $5,294-75.5% | $4,523-71.3% | $6,691-80.6% |
| Admin fee / account holder | $1,363 | $7,261-81.2% | $6,160-77.9% | $13,402-89.8% |