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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 | $109,088 | $29,051+275.5% | $52,425+108.1% | $67,986+60.5% |
| Participation rate | 13.1% | 30.4%-17.3pp | 55.6%-42.5pp | 57.2%-44.1pp |
| Annual return | 11.62% | 24.00%-12.4pp | 302.12%-290.5pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $572 | $873-34.5% | $1,790-68.1% | $3,358-83.0% |
| Admin fee / account holder | $1,630 | $2,113-22.9% | $2,495-34.7% | $3,203-49.1% |