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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 | $100,977 | $58,258+73.3% | $81,820+23.4% | $80,925+24.8% |
| Participation rate | 30.3% | 63.5%-33.2pp | 72.4%-42.1pp | 67.7%-37.4pp |
| Annual return | 9.32% | 41.76%-32.4pp | 777.93%-768.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,899 | $3,284-42.2% | $4,323-56.1% | $4,299-55.8% |
| Admin fee / account holder | $5,505 | $4,976+10.6% | $7,391-25.5% | $6,940-20.7% |