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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 | $102,239 | $62,672+63.1% | $185,117-44.8% | $70,126+45.8% |
| Participation rate | 22.0% | 63.8%-41.8pp | 77.3%-55.3pp | 69.5%-47.5pp |
| Annual return | 8.99% | 40.79%-31.8pp | 40.50%-31.5pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,530 | $3,272-53.2% | $5,045-69.7% | $3,332-54.1% |
| Admin fee / account holder | $3,709 | $3,932-5.7% | $8,159-54.5% | $4,645-20.2% |