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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 | $95,404-65.1% | $113,397-70.7% | $82,637-59.8% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.9pp | 68.1%-0.5pp |
| Annual return | 19.45% | 19.08%+0.4pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,362 | $2,307+2.4% | $2,977-20.7% | $2,552-7.4% |
| Participant deferral / active EE | $5,059 | $4,220+19.9% | $5,076-0.3% | $4,126+22.6% |
| Admin fee / account holder | $3,913 | $9,168-57.3% | $11,957-67.3% | $7,339-46.7% |