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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 | $113,562 | $70,418+61.3% | $96,570+17.6% | $85,847+32.3% |
| Participation rate | 65.1% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 9.93% | 18.59%-8.7pp | 37.79%-27.9pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,400 | $2,894-17.1% | $3,849-37.7% | $3,952-39.3% |
| Admin fee / account holder | $4,017 | $4,995-19.6% | $6,182-35.0% | $6,261-35.8% |