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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 | $15,512 | $159,978-90.3% | $147,041-89.5% | $145,978-89.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.30% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $9,607 | $5,288+81.7% | $4,935+94.7% | $4,662+106.1% |
| Participant deferral / active EE | $3,185 | $8,429-62.2% | $8,071-60.5% | $6,690-52.4% |
| Admin fee / account holder | $129,915 | $15,053+763.0% | $13,006+898.9% | $13,400+869.5% |