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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 | $105,188 | $49,896+110.8% | $80,627+30.5% | $75,173+39.9% |
| Participation rate | 54.9% | 55.3%-0.4pp | 67.0%-12.1pp | 67.2%-12.3pp |
| Annual return | 14.03% | 34.67%-20.6pp | 936.76%-922.7pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,559 | $2,992-14.5% | $4,443-42.4% | $4,126-38.0% |
| Admin fee / account holder | $2,122 | $3,578-40.7% | $5,381-60.6% | $5,651-62.4% |