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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 | $155,555-92.3% | $146,866-91.8% | $155,188-92.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 29.99% | 115.41%-85.4pp | 102.85%-72.9pp | 148.84%-118.9pp |
| Employer contribution / active EE | $2,561 | $4,647-44.9% | $4,425-42.1% | $4,248-39.7% |
| Participant deferral / active EE | $11,021 | $8,044+37.0% | $7,759+42.0% | $6,531+68.7% |
| Admin fee / account holder | $45,483 | $14,755+208.2% | $13,620+233.9% | $14,480+214.1% |