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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 | $32,057 | $92,041-65.2% | $299,830-89.3% | $94,015-65.9% |
| Participation rate | 62.9% | 71.4%-8.6pp | 78.5%-15.7pp | 70.8%-8.0pp |
| Annual return | 18.22% | 15.24%+3.0pp | 10.58%+7.6pp | 17.84%+0.4pp |
| Employer contribution / active EE | $2,768 | $2,506+10.5% | $5,842-52.6% | $2,790-0.8% |
| Participant deferral / active EE | $4,225 | $4,287-1.4% | $7,038-40.0% | $4,249-0.6% |
| Admin fee / account holder | $2,442 | $8,997-72.9% | $50,982-95.2% | $8,951-72.7% |