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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 | $22,069 | $185,883-88.1% | $170,043-87.0% | $139,466-84.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.96% | 60.54%-47.6pp | 53.40%-40.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $9,384 | $7,596+23.5% | $6,790+38.2% | $4,754+97.4% |
| Participant deferral / active EE | $28,633 | $11,626+146.3% | $10,410+175.0% | $6,712+326.6% |
| Admin fee / account holder | $98,711 | $15,393+541.3% | $12,824+669.7% | $11,409+765.2% |