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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 | $27,953 | $209,874-86.7% | $189,537-85.3% | $167,536-83.3% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 11.45% | 748.61%-737.2pp | 555.34%-543.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $2,798 | $6,913-59.5% | $6,161-54.6% | $4,839-42.2% |
| Participant deferral / active EE | $8,958 | $8,934+0.3% | $8,220+9.0% | $6,342+41.2% |
| Admin fee / account holder | $12,226 | $14,299-14.5% | $12,048+1.5% | $12,315-0.7% |