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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 | $17,325 | $82,028-78.9% | $123,105-85.9% | $59,633-70.9% |
| Participation rate | 61.3% | 83.2%-21.9pp | 86.8%-25.5pp | 68.7%-7.4pp |
| Annual return | 1.85% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $3,223 | $3,297-2.2% | $5,151-37.4% | $2,203+46.3% |
| Participant deferral / active EE | $4,593 | $4,667-1.6% | $6,229-26.3% | $3,192+43.9% |
| Admin fee / account holder | $2,089 | $5,879-64.5% | $9,014-76.8% | $4,297-51.4% |