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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 | $104,098-68.0% | $140,514-76.3% | $94,015-64.6% |
| Participation rate | 67.6% | 73.7%-6.1pp | 77.8%-10.2pp | 70.8%-3.3pp |
| Annual return | 19.45% | 15.14%+4.3pp | 14.36%+5.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $2,362 | $2,388-1.1% | $3,378-30.1% | $2,790-15.3% |
| Participant deferral / active EE | $5,059 | $4,033+25.4% | $4,919+2.9% | $4,249+19.1% |
| Admin fee / account holder | $3,913 | $10,439-62.5% | $13,697-71.4% | $8,951-56.3% |