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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 | $108,786 | $51,638+110.7% | $68,368+59.1% | $82,448+31.9% |
| Participation rate | 26.7% | 63.6%-36.9pp | 73.8%-47.1pp | 68.1%-41.4pp |
| Annual return | 10.96% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,652 | $2,914-43.3% | $4,123-59.9% | $4,139-60.1% |
| Admin fee / account holder | $24,314 | $4,643+423.6% | $5,150+372.1% | $7,234+236.1% |