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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 | $41,824+160.8% | $136,833-20.3% | $69,733+56.4% |
| Participation rate | 13.1% | 29.3%-16.2pp | 59.0%-45.9pp | 62.5%-49.4pp |
| Annual return | 11.62% | 13.53%-1.9pp | 35.32%-23.7pp | 15.22%-3.6pp |
| Employer contribution / active EE | $0 | $494-100.0% | $1,319-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $572 | $1,105-48.2% | $2,441-76.6% | $3,054-81.3% |
| Admin fee / account holder | $1,630 | $2,895-43.7% | $4,706-65.4% | $3,102-47.5% |