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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 | $142,415 | $96,731+47.2% | $123,973+14.9% | $86,983+63.7% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 10.32% | 17.33%-7.0pp | 388.13%-377.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,268 | $4,152-45.4% | $5,247-56.8% | $4,194-45.9% |
| Admin fee / account holder | $1,778 | $8,722-79.6% | $11,799-84.9% | $7,856-77.4% |