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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 | $107,430 | $78,423+37.0% | $95,964+11.9% | $79,856+34.5% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.6pp |
| Annual return | 7.83% | 19.37%-11.5pp | 91.64%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,756 | $3,440-49.0% | $4,167-57.9% | $3,741-53.1% |
| Admin fee / account holder | $25,463 | $5,622+352.9% | $6,797+274.6% | $5,306+379.9% |