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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 | $123,517 | $71,215+73.4% | $93,696+31.8% | $80,935+52.6% |
| Participation rate | 20.8% | 60.4%-39.6pp | 68.7%-47.9pp | 67.7%-46.8pp |
| Annual return | 9.27% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,661 | $4,037-34.1% | $4,417-39.8% | $4,299-38.1% |
| Admin fee / account holder | $58,664 | $6,958+743.1% | $8,287+607.9% | $6,924+747.2% |