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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 | $29,670-96.1% | $56,054-97.9% | $80,911-98.6% |
| Participation rate | 57.1% | 41.7%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 14.19% | 35.24%-21.0pp | 1705.95%-1691.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $330 | $1,227-73.1% | $1,952-83.1% | $4,297-92.3% |
| Admin fee / account holder | $362 | $2,431-85.1% | $2,822-87.2% | $6,935-94.8% |