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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 | $24,646 | $196,972-87.5% | $182,262-86.5% | $198,609-87.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 0.98% | 158.27%-157.3pp | 140.60%-139.6pp | 202.70%-201.7pp |
| Employer contribution / active EE | $5,454 | $5,364+1.7% | $5,046+8.1% | $5,055+7.9% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $328,339 | $18,429+1681.7% | $16,712+1864.7% | $19,030+1625.3% |