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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 | $161,141 | $202,389-20.4% | $198,173-18.7% | $248,183-35.1% |
| Participation rate | 50.0% | 48.7%+1.3pp | 42.0%+8.0pp | 45.9%+4.1pp |
| Annual return | 8.63% | 9.90%-1.3pp | 10.16%-1.5pp | 10.21%-1.6pp |
| Employer contribution / active EE | $46,520 | $36,071+29.0% | $33,192+40.2% | $42,272+10.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $619 | $7,397-91.6% | $7,531-91.8% | $13,518-95.4% |