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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,801 | $29,051+267.6% | $52,425+103.7% | $67,986+57.1% |
| Participation rate | 11.7% | 30.4%-18.8pp | 55.6%-43.9pp | 57.2%-45.5pp |
| Annual return | 11.79% | 24.00%-12.2pp | 302.12%-290.3pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $480 | $873-45.0% | $1,790-73.2% | $3,358-85.7% |
| Admin fee / account holder | $1,029 | $2,113-51.3% | $2,495-58.8% | $3,203-67.9% |