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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 | $77,358+57.5% | $102,184+19.2% | $87,485+39.2% |
| Participation rate | 47.4% | 78.7%-31.3pp | 82.6%-35.2pp | 68.9%-21.5pp |
| Annual return | 7.11% | 41.11%-34.0pp | 31.58%-24.5pp | 26.06%-18.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,243 | $6,753-37.2% | $8,309-48.9% | $4,274-0.7% |
| Admin fee / account holder | $51,711 | $6,809+659.4% | $11,609+345.5% | $7,775+565.1% |