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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 | $107,598 | $48,364+122.5% | $71,796+49.9% | $62,881+71.1% |
| Participation rate | 63.5% | 60.6%+2.8pp | 69.1%-5.7pp | 69.3%-5.8pp |
| Annual return | 4.57% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,101 | $2,091+48.3% | $2,794+11.0% | $3,203-3.2% |
| Admin fee / account holder | $1,033 | $3,771-72.6% | $4,815-78.5% | $4,296-76.0% |