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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 | $104,953 | $58,311+80.0% | $81,882+28.2% | $80,959+29.6% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.4%-18.5pp | 67.7%-13.8pp |
| Annual return | 10.71% | 41.85%-31.1pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,479 | $3,287-55.0% | $4,323-65.8% | $4,300-65.6% |
| Admin fee / account holder | $4,465 | $4,752-6.0% | $7,360-39.3% | $6,925-35.5% |