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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 | $107,554 | $65,041+65.4% | $90,965+18.2% | $79,858+34.7% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 9.85% | 30.45%-20.6pp | 134.57%-124.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,757 | $2,512-30.1% | $3,373-47.9% | $3,740-53.0% |
| Admin fee / account holder | $40,691 | $4,536+797.1% | $5,960+582.8% | $5,306+666.9% |