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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 | $1,074 | $70,366-98.5% | $66,674-98.4% | $138,895-99.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 32.70% | 386.41%-353.7pp | 321.24%-288.5pp | 145.39%-112.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $905 | $4,374-79.3% | $4,084-77.8% | $6,396-85.9% |
| Admin fee / account holder | $375 | $5,262-92.9% | $5,098-92.7% | $12,562-97.0% |