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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 | $102,309 | $58,493+74.9% | $84,023+21.8% | $72,976+40.2% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 15.80% | 28.93%-13.1pp | 71.32%-55.5pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,578 | $2,394-34.1% | $3,239-51.3% | $3,608-56.3% |
| Admin fee / account holder | $1,445 | $4,569-68.4% | $6,102-76.3% | $5,124-71.8% |