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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 | $89,663 | $65,034+37.9% | $90,970-1.4% | $79,856+12.3% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.0%-30.8pp | 69.6%-31.4pp |
| Annual return | 9.29% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,771 | $2,512-29.5% | $3,373-47.5% | $3,741-52.7% |
| Admin fee / account holder | $5,963 | $4,536+31.5% | $5,9610% | $5,306+12.4% |