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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 | $140,928 | $142,816-1.3% | $128,366+9.8% | $248,183-43.2% |
| Participation rate | 50.0% | 22.2%+27.8pp | 19.3%+30.7pp | 45.9%+4.1pp |
| Annual return | 8.96% | 8.48%+0.5pp | 9.39%-0.4pp | 10.21%-1.3pp |
| Employer contribution / active EE | $10,875 | $40,983-73.5% | $33,466-67.5% | $42,272-74.3% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $8,633 | $2,425+255.9% | $2,132+304.9% | $13,518-36.1% |