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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 | $121,712 | $63,346+92.1% | $92,240+32.0% | $70,126+73.6% |
| Participation rate | 34.6% | 68.7%-34.1pp | 76.5%-41.9pp | 69.5%-34.9pp |
| Annual return | 10.42% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,279 | $2,854-20.1% | $3,897-41.5% | $3,332-31.6% |
| Admin fee / account holder | $1,095 | $3,841-71.5% | $5,194-78.9% | $4,645-76.4% |