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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 | $1,168 | $29,716-96.1% | $56,077-97.9% | $80,925-98.6% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.6pp | 67.7%-10.5pp |
| Annual return | 14.19% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $330 | $1,228-73.2% | $1,954-83.1% | $4,299-92.3% |
| Admin fee / account holder | $362 | $2,432-85.1% | $2,825-87.2% | $6,940-94.8% |