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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 | $117,028 | $75,058+55.9% | $152,301-23.2% | $64,340+81.9% |
| Participation rate | 29.9% | 60.9%-31.1pp | 82.4%-52.6pp | 55.2%-25.4pp |
| Annual return | 12.55% | 29.93%-17.4pp | 80.50%-68.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,298 | $5,041-34.6% | $8,004-58.8% | $2,980+10.7% |
| Admin fee / account holder | $10,373 | $4,050+156.1% | $14,398-28.0% | $3,703+180.2% |