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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 | $181,243 | $225,449-19.6% | $219,466-17.4% | $237,064-23.5% |
| Participation rate | 62.5% | 50.3%+12.2pp | 44.6%+17.9pp | 45.6%+16.9pp |
| Annual return | 3.85% | 4.17%-0.3pp | 5.00%-1.2pp | 4.16%-0.3pp |
| Employer contribution / active EE | $89,023 | $39,228+126.9% | $35,918+147.8% | $42,918+107.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,067 | $13,772-92.3% | $13,204-91.9% | $21,465-95.0% |