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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 | $31,105+243.4% | $53,647+99.1% | $64,097+66.6% |
| Participation rate | 11.7% | 30.7%-19.0pp | 56.3%-44.6pp | 55.2%-43.5pp |
| Annual return | 11.79% | 22.54%-10.8pp | 358.33%-346.5pp | 34.64%-22.9pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $480 | $896-46.4% | $1,813-73.5% | $3,080-84.4% |
| Admin fee / account holder | $1,029 | $2,195-53.1% | $2,460-58.2% | $3,454-70.2% |