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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 | $119,045 | $78,670+51.3% | $109,173+9.0% | $85,847+38.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 8.58% | 25.09%-16.5pp | 25.75%-17.2pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,602 | $3,467-24.9% | $4,654-44.1% | $3,952-34.2% |
| Admin fee / account holder | $4,687 | $5,469-14.3% | $6,755-30.6% | $6,261-25.1% |