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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 | $137,729 | $98,776+39.4% | $149,745-8.0% | $79,856+72.5% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 12.33% | 27.38%-15.0pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,877 | $5,681-49.4% | $6,843-58.0% | $3,741-23.1% |
| Admin fee / account holder | $2,982 | $6,053-50.7% | $9,312-68.0% | $5,306-43.8% |