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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 | $123,038 | $126,661-2.9% | $113,397+8.5% | $138,895-11.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 9.24% | 25.05%-15.8pp | 23.20%-14.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,161 | $5,693+60.9% | $5,076+80.5% | $6,396+43.2% |
| Admin fee / account holder | $66,443 | $14,549+356.7% | $11,957+455.7% | $12,562+428.9% |