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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 | $104,465 | $201,370-48.1% | $184,256-43.3% | $145,897-28.4% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.6pp | 80.3%-53.0pp |
| Annual return | 9.27% | 29.05%-19.8pp | 28.85%-19.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $409 | $16,364-97.5% | $13,899-97.1% | $13,390-96.9% |