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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 | $36,140+195.5% | $73,658+45.0% | $64,340+66.0% |
| Participation rate | 11.7% | 31.0%-19.3pp | 57.0%-45.4pp | 55.2%-43.6pp |
| Annual return | 11.79% | 21.48%-9.7pp | 29.72%-17.9pp | 24.14%-12.4pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $480 | $1,023-53.0% | $2,062-76.7% | $2,980-83.9% |
| Admin fee / account holder | $1,029 | $2,513-59.0% | $3,357-69.3% | $3,703-72.2% |