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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 | $137,081 | $212,470-35.5% | $428,620-68.0% | $254,542-46.1% |
| Participation rate | 50.0% | 52.4%-2.4pp | 46.0%+4.0pp | 47.3%+2.7pp |
| Annual return | 13.89% | 21.43%-7.5pp | 20.73%-6.8pp | 12.16%+1.7pp |
| Employer contribution / active EE | $27,500 | $39,472-30.3% | $36,503-24.7% | $44,747-38.5% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $717 | $5,476-86.9% | $7,495-90.4% | $17,640-95.9% |