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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 | $117,806 | $101,795+15.7% | $165,100-28.6% | $80,959+45.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 3.05% | 16.73%-13.7pp | 70.21%-67.2pp | 35.67%-32.6pp |
| Employer contribution / active EE | $11,245 | $2,954+280.7% | $4,348+158.6% | $2,757+307.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $31,295 | $8,221+280.7% | $12,696+146.5% | $6,925+351.9% |