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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 | $90,367 | $54,729+65.1% | $86,235+4.8% | $71,529+26.3% |
| Participation rate | 19.8% | 60.1%-40.3pp | 69.0%-49.2pp | 67.9%-48.1pp |
| Annual return | 12.66% | 20.07%-7.4pp | 1170.03%-1157.4pp | 28.97%-16.3pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,011 | $3,110-35.3% | $3,987-49.6% | $4,291-53.1% |
| Admin fee / account holder | $5,629 | $1,921+192.9% | $6,856-17.9% | $1,588+254.3% |