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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 | $100,465 | $77,908+29.0% | $149,696-32.9% | $75,173+33.6% |
| Participation rate | 51.3% | 65.6%-14.3pp | 78.8%-27.5pp | 67.2%-15.9pp |
| Annual return | 12.03% | 31.73%-19.7pp | 134.46%-122.4pp | 160.72%-148.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,832 | $3,411+71.0% | $5,682+2.6% | $4,126+41.3% |
| Admin fee / account holder | $7,950 | $5,950+33.6% | $13,212-39.8% | $5,651+40.7% |