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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,587 | $217,427-91.5% | $185,837-90.0% | $167,518-88.9% |
| Participation rate | 53.3% | 86.0%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 0.23% | 148.39%-148.2pp | 122.08%-121.8pp | 478.71%-478.5pp |
| Employer contribution / active EE | $1,289 | $5,874-78.1% | $5,168-75.1% | $4,838-73.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $27,917 | $19,816+40.9% | $16,241+71.9% | $12,312+126.7% |