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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 | $33,261 | $97,550-65.9% | $120,344-72.4% | $87,485-62.0% |
| Participation rate | 67.6% | 72.8%-5.3pp | 76.7%-9.1pp | 68.9%-1.4pp |
| Annual return | 19.45% | 18.41%+1.0pp | 20.30%-0.9pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,362 | $2,291+3.1% | $3,020-21.8% | $2,596-9.0% |
| Participant deferral / active EE | $5,059 | $4,230+19.6% | $5,135-1.5% | $4,274+18.4% |
| Admin fee / account holder | $3,913 | $9,543-59.0% | $12,742-69.3% | $7,775-49.7% |