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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 | $196,972-93.9% | $182,262-93.4% | $198,609-93.9% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 29.99% | 158.27%-128.3pp | 140.60%-110.6pp | 202.70%-172.7pp |
| Employer contribution / active EE | $2,561 | $5,364-52.3% | $5,046-49.2% | $5,055-49.3% |
| Participant deferral / active EE | $11,021 | $8,643+27.5% | $8,276+33.2% | $6,977+58.0% |
| Admin fee / account holder | $45,483 | $18,429+146.8% | $16,712+172.2% | $19,030+139.0% |