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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 | $93,052 | $79,852+16.5% | $51,239+81.6% | $79,852+16.5% |
| Participation rate | 40.9% | 69.6%-28.7pp | 70.5%-29.5pp | 69.6%-28.7pp |
| Annual return | 10.59% | 31.72%-21.1pp | 10.59%0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $456 | $2,471-81.5% | $2,423-81.2% | $2,471-81.5% |
| Participant deferral / active EE | $1,822 | $3,740-51.3% | $4,022-54.7% | $3,740-51.3% |
| Admin fee / account holder | $20,013 | $5,306+277.2% | $10,608+88.7% | $5,306+277.2% |