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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 | $111,084 | $76,696+44.8% | $96,538+15.1% | $71,529+55.3% |
| Participation rate | 53.6% | 66.6%-12.9pp | 74.3%-20.7pp | 67.9%-14.3pp |
| Annual return | 12.67% | 48.32%-35.6pp | 35.74%-23.1pp | 28.97%-16.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $8,317 | $3,770+120.6% | $4,880+70.4% | $4,291+93.8% |
| Admin fee / account holder | $23,357 | $2,030+1050.7% | $6,737+246.7% | $1,588+1370.4% |