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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 | $102,774 | $59,123+73.8% | $77,183+33.2% | $75,181+36.7% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.6%-36.2pp | 67.2%-33.9pp |
| Annual return | 9.04% | 26.72%-17.7pp | 37.89%-28.8pp | 160.69%-151.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,331 | $2,999-55.6% | $3,833-65.3% | $4,126-67.7% |
| Admin fee / account holder | $2,994 | $4,776-37.3% | $5,475-45.3% | $5,650-47.0% |