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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 | $117,114 | $77,920+50.3% | $149,723-21.8% | $75,177+55.8% |
| Participation rate | 48.9% | 65.6%-16.7pp | 78.8%-29.9pp | 67.2%-18.3pp |
| Annual return | 12.83% | 31.72%-18.9pp | 134.50%-121.7pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,749 | $3,411+68.5% | $5,682+1.2% | $4,126+39.3% |
| Admin fee / account holder | $2,148 | $5,951-63.9% | $13,215-83.7% | $5,651-62.0% |