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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 | $135,272 | $25,014+440.8% | $69,623+94.3% | $80,935+67.1% |
| Participation rate | 10.2% | 64.2%-54.0pp | 66.4%-56.3pp | 67.7%-57.5pp |
| Annual return | 10.66% | 19.08%-8.4pp | 101.23%-90.6pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,232 | $1,840-33.0% | $2,890-57.4% | $4,299-71.3% |
| Admin fee / account holder | $1,459 | $2,491-41.4% | $4,696-68.9% | $6,924-78.9% |