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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 | $113,477 | $102,385+10.8% | $147,080-22.8% | $80,935+40.2% |
| Participation rate | 38.3% | 75.9%-37.6pp | 82.2%-43.9pp | 67.7%-29.4pp |
| Annual return | 9.09% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,058 | $6,651-54.0% | $8,066-62.1% | $4,299-28.9% |
| Admin fee / account holder | $4,151 | $7,951-47.8% | $12,989-68.0% | $6,924-40.0% |