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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 | $131,422 | $93,598+40.4% | $135,974-3.3% | $75,173+74.8% |
| Participation rate | 59.1% | 75.2%-16.1pp | 81.9%-22.8pp | 67.2%-8.1pp |
| Annual return | 3.54% | 30.89%-27.3pp | 68.30%-64.8pp | 160.72%-157.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,069 | $6,405+88.4% | $7,760+55.5% | $4,126+192.5% |
| Admin fee / account holder | $31,949 | $6,978+357.9% | $10,767+196.7% | $5,651+465.4% |