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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 | $162,136-92.6% | $152,301-92.1% | $154,746-92.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 29.99% | 91.02%-61.0pp | 80.50%-50.5pp | 172.34%-142.4pp |
| Employer contribution / active EE | $2,561 | $4,890-47.6% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $11,021 | $8,341+32.1% | $8,004+37.7% | $6,730+63.7% |
| Admin fee / account holder | $45,483 | $15,759+188.6% | $14,398+215.9% | $14,365+216.6% |