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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 | $108,786 | $61,125+78.0% | $94,057+15.7% | $87,485+24.3% |
| Participation rate | 26.7% | 64.1%-37.4pp | 73.3%-46.7pp | 68.9%-42.3pp |
| Annual return | 10.96% | 35.20%-24.2pp | 480.62%-469.7pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,652 | $3,260-49.3% | $4,709-64.9% | $4,274-61.3% |
| Admin fee / account holder | $24,314 | $5,629+332.0% | $7,244+235.6% | $7,775+212.7% |