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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 | $113,831 | $91,198+24.8% | $178,503-36.2% | $79,856+42.5% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.8pp |
| Annual return | 10.00% | 24.20%-14.2pp | 151.12%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,608 | $3,237+42.4% | $5,202-11.4% | $3,741+23.2% |
| Admin fee / account holder | $4,503 | $6,748-33.3% | $13,987-67.8% | $5,306-15.1% |