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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 | $96,527 | $76,696+25.9% | $96,5380% | $71,529+34.9% |
| Participation rate | 31.9% | 66.6%-34.7pp | 74.3%-42.4pp | 67.9%-36.0pp |
| Annual return | 13.16% | 48.32%-35.2pp | 35.74%-22.6pp | 28.97%-15.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,088 | $3,770-18.1% | $4,880-36.7% | $4,291-28.0% |
| Admin fee / account holder | $11,440 | $2,030+463.6% | $6,737+69.8% | $1,588+620.2% |