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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 | $126,022 | $58,099+116.9% | $76,902+63.9% | $75,177+67.6% |
| Participation rate | 51.2% | 63.9%-12.7pp | 69.6%-18.4pp | 67.2%-16.0pp |
| Annual return | 12.20% | 26.71%-14.5pp | 37.91%-25.7pp | 160.75%-148.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,969 | $2,999-34.3% | $3,833-48.6% | $4,126-52.3% |
| Admin fee / account holder | $15,856 | $4,778+231.9% | $5,479+189.4% | $5,651+180.6% |