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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 | $105,189 | $101,618+3.5% | $93,063+13.0% | $137,256-23.4% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 9.34% | 223.95%-214.6pp | 34.15%-24.8pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,275 | $6,198-79.4% | $6,033-78.9% | $12,270-89.6% |