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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 | $137,805 | $73,988+86.3% | $96,538+42.7% | $75,177+83.3% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 11.06% | 26.73%-15.7pp | 35.74%-24.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,738 | $3,660-25.2% | $4,880-43.9% | $4,126-33.7% |
| Admin fee / account holder | $15,345 | $5,220+194.0% | $6,737+127.8% | $5,651+171.5% |