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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 | $19,942 | $79,700-75.0% | $153,643-87.0% | $74,459-73.2% |
| Participation rate | 61.4% | 69.8%-8.4pp | 77.1%-15.7pp | 67.2%-5.8pp |
| Annual return | 17.05% | 15.07%+2.0pp | 15.71%+1.3pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,021 | $4,016-49.7% | $5,039-59.9% | $2,626-23.0% |
| Participant deferral / active EE | $5,093 | $5,315-4.2% | $6,754-24.6% | $4,350+17.1% |
| Admin fee / account holder | $896 | $1,790-49.9% | $12,739-93.0% | $1,945-53.9% |