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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 | $110,957 | $73,978+50.0% | $96,515+15.0% | $75,173+47.6% |
| Participation rate | 27.9% | 66.4%-38.5pp | 74.3%-46.4pp | 67.2%-39.3pp |
| Annual return | 11.01% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,728 | $3,660-25.5% | $4,880-44.1% | $4,126-33.9% |
| Admin fee / account holder | $14,384 | $5,219+175.6% | $6,735+113.6% | $5,651+154.6% |