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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 | $124,733 | $78,670+58.6% | $109,173+14.3% | $85,847+45.3% |
| Participation rate | 11.1% | 68.3%-57.2pp | 75.9%-64.8pp | 69.3%-58.2pp |
| Annual return | 7.89% | 25.09%-17.2pp | 25.75%-17.9pp | 318.61%-310.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,279 | $5,469-76.6% | $6,755-81.1% | $6,261-79.6% |