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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 | $257 | $103,008-99.8% | $90,304-99.7% | $152,897-99.8% |
| Participation rate | 11.1% | 75.9%-64.8pp | 73.3%-62.2pp | 82.5%-71.3pp |
| Annual return | 11.84% | 95.22%-83.4pp | 78.13%-66.3pp | 345.43%-333.6pp |
| Employer contribution / active EE | $515 | $3,139-83.6% | $2,855-81.9% | $4,764-89.2% |
| Participant deferral / active EE | $986 | $4,281-77.0% | $3,885-74.6% | $5,851-83.1% |
| Admin fee / account holder | $5,450 | $6,175-11.7% | $5,354+1.8% | $11,599-53.0% |