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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 | $98,743 | $52,353+88.6% | $120,225-17.9% | $82,448+19.8% |
| Participation rate | 15.7% | 58.3%-42.6pp | 69.6%-53.9pp | 68.1%-52.4pp |
| Annual return | 12.96% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,652 | $2,627-37.1% | $3,999-58.7% | $4,139-60.1% |
| Admin fee / account holder | $92,400 | $4,363+2018.0% | $5,696+1522.1% | $7,234+1177.2% |