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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 | $121,813 | $78,520+55.1% | $96,576+26.1% | $82,448+47.7% |
| Participation rate | 47.4% | 77.7%-30.3pp | 81.4%-34.0pp | 68.1%-20.6pp |
| Annual return | 7.11% | 41.30%-34.2pp | 38.47%-31.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,243 | $6,754-37.2% | $7,956-46.7% | $4,139+2.5% |
| Admin fee / account holder | $51,711 | $13,455+284.3% | $11,381+354.4% | $7,234+614.8% |