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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 | $30,082 | $209,425-85.6% | $178,499-83.1% | $158,966-81.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 8.28% | 188.80%-180.5pp | 151.10%-142.8pp | 302.95%-294.7pp |
| Employer contribution / active EE | $5,836 | $5,707+2.2% | $5,011+16.5% | $4,762+22.5% |
| Participant deferral / active EE | $10,934 | $5,955+83.6% | $5,202+110.2% | $5,983+82.8% |
| Admin fee / account holder | $58,183 | $17,078+240.7% | $13,986+316.0% | $11,250+417.2% |