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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 | $35,491 | $97,550-63.6% | $120,344-70.5% | $87,485-59.4% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.7%-12.7pp | 68.9%-4.9pp |
| Annual return | 22.81% | 18.41%+4.4pp | 20.30%+2.5pp | 26.06%-3.2pp |
| Employer contribution / active EE | $2,361 | $2,291+3.1% | $3,020-21.8% | $2,596-9.1% |
| Participant deferral / active EE | $3,392 | $4,230-19.8% | $5,135-33.9% | $4,274-20.6% |
| Admin fee / account holder | $495 | $9,543-94.8% | $12,742-96.1% | $7,775-93.6% |