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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 | $125,632 | $102,422+22.7% | $147,117-14.6% | $80,959+55.2% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 8.19% | 135.16%-127.0pp | 420.54%-412.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,938 | $6,652-55.8% | $8,065-63.6% | $4,300-31.7% |
| Admin fee / account holder | $102,211 | $7,953+1185.1% | $12,993+686.7% | $6,925+1375.9% |