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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 | $92,185 | $51,222+80.0% | $70,544+30.7% | $75,173+22.6% |
| Participation rate | 33.3% | 61.0%-27.6pp | 68.4%-35.0pp | 67.2%-33.9pp |
| Annual return | 11.83% | 30.06%-18.2pp | 32.79%-21.0pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $995 | $2,850-65.1% | $4,568-78.2% | $4,126-75.9% |
| Admin fee / account holder | $883 | $4,096-78.4% | $6,427-86.3% | $5,651-84.4% |