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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 | $14,042 | $148,623-90.6% | $135,974-89.7% | $139,466-89.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 21.14% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $13,600 | $5,246+159.2% | $4,859+179.9% | $4,754+186.1% |
| Participant deferral / active EE | $27,276 | $8,103+236.6% | $7,760+251.5% | $6,712+306.4% |
| Admin fee / account holder | $9,725 | $12,406-21.6% | $10,767-9.7% | $11,409-14.8% |