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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 | $111,884 | $50,554+121.3% | $67,681+65.3% | $87,485+27.9% |
| Participation rate | 36.8% | 67.7%-30.9pp | 73.7%-36.9pp | 68.9%-32.1pp |
| Annual return | 10.19% | 17.81%-7.6pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,620 | $2,961-11.5% | $3,976-34.1% | $4,274-38.7% |
| Admin fee / account holder | $30,710 | $4,132+643.1% | $6,100+403.5% | $7,775+295.0% |