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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 | $33,733 | $97,550-65.4% | $120,344-72.0% | $87,485-61.4% |
| Participation rate | 62.3% | 72.8%-10.5pp | 76.7%-14.4pp | 68.9%-6.6pp |
| Annual return | 30.81% | 18.41%+12.4pp | 20.30%+10.5pp | 26.06%+4.8pp |
| Employer contribution / active EE | $2,458 | $2,291+7.3% | $3,020-18.6% | $2,596-5.3% |
| Participant deferral / active EE | $3,757 | $4,230-11.2% | $5,135-26.8% | $4,274-12.1% |
| Admin fee / account holder | $7,219 | $9,543-24.3% | $12,742-43.3% | $7,775-7.1% |