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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 | $108,198 | $65,395+65.5% | $182,558-40.7% | $72,976+48.3% |
| Participation rate | 56.3% | 65.4%-9.1pp | 78.0%-21.6pp | 69.5%-13.2pp |
| Annual return | 12.02% | 27.68%-15.7pp | 148.59%-136.6pp | 81.02%-69.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,991 | $3,563+12.0% | $5,526-27.8% | $3,608+10.6% |
| Admin fee / account holder | $2,661 | $4,245-37.3% | $8,594-69.0% | $5,124-48.1% |