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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 | $92,490 | $58,099+59.2% | $76,902+20.3% | $75,177+23.0% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.6%-50.1pp | 67.2%-47.7pp |
| Annual return | 11.50% | 26.71%-15.2pp | 37.91%-26.4pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,077 | $2,999-64.1% | $3,833-71.9% | $4,126-73.9% |
| Admin fee / account holder | $350 | $4,778-92.7% | $5,479-93.6% | $5,651-93.8% |