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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 | $12,033 | $154,228-92.2% | $145,433-91.7% | $137,256-91.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 29.99% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $2,561 | $4,804-46.7% | $4,554-43.8% | $4,156-38.4% |
| Participant deferral / active EE | $11,021 | $8,216+34.1% | $7,897+39.6% | $6,407+72.0% |
| Admin fee / account holder | $45,483 | $14,344+217.1% | $13,129+246.4% | $12,270+270.7% |