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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 | $182,579 | $618,180-70.5% | $500,101-63.5% | $237,064-23.0% |
| Participation rate | 62.5% | 36.3%+26.3pp | 21.3%+41.2pp | 45.6%+16.9pp |
| Annual return | 5.74% | -3.24%+9.0pp | 2.08%+3.7pp | 4.16%+1.6pp |
| Employer contribution / active EE | $15,000 | $79,753-81.2% | $47,324-68.3% | $42,918-65.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $1,900 | $1,661+14.4% | $1,916-0.9% | $21,465-91.1% |