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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 | $122,377 | $102,938+18.9% | $94,105+30.0% | $138,895-11.9% |
| Participation rate | 10.0% | 74.6%-64.6pp | 71.9%-61.9pp | 79.9%-69.9pp |
| Annual return | 9.81% | 250.28%-240.5pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,931 | $4,196-30.2% | $3,881-24.5% | $6,396-54.2% |
| Admin fee / account holder | $24,757 | $6,600+275.1% | $6,199+299.3% | $12,562+97.1% |