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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 | $12,373 | $183,592-93.3% | $155,574-92.0% | $145,877-91.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 10.57% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $6,261 | $5,317+17.8% | $4,676+33.9% | $4,663+34.3% |
| Participant deferral / active EE | $8,705 | $6,466+34.6% | $5,629+54.6% | $6,691+30.1% |
| Admin fee / account holder | $41,332 | $19,316+114.0% | $15,914+159.7% | $13,402+208.4% |