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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 | $94,429 | $58,258+62.1% | $81,820+15.4% | $80,925+16.7% |
| Participation rate | 42.3% | 63.5%-21.2pp | 72.4%-30.1pp | 67.7%-25.4pp |
| Annual return | 9.23% | 41.76%-32.5pp | 777.93%-768.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,212 | $3,284-63.1% | $4,323-72.0% | $4,299-71.8% |
| Admin fee / account holder | $2,183 | $4,976-56.1% | $7,391-70.5% | $6,940-68.6% |