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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 | $58,234+62.2% | $81,783+15.5% | $80,874+16.8% |
| Participation rate | 42.3% | 63.4%-21.1pp | 72.4%-30.0pp | 67.6%-25.3pp |
| Annual return | 9.23% | 41.70%-32.5pp | 775.05%-765.8pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,212 | $3,283-63.1% | $4,320-71.9% | $4,297-71.8% |
| Admin fee / account holder | $2,183 | $4,982-56.2% | $7,380-70.4% | $6,935-68.5% |