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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 | $115,772 | $90,170+28.4% | $150,734-23.2% | $69,733+66.0% |
| Participation rate | 45.0% | 60.2%-15.2pp | 78.4%-33.4pp | 62.5%-17.5pp |
| Annual return | 4.74% | 16.56%-11.8pp | 600.81%-596.1pp | 15.22%-10.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $4,734 | $3,086+53.4% | $5,610-15.6% | $3,054+55.0% |
| Admin fee / account holder | $9,210 | $4,600+100.2% | $14,905-38.2% | $3,102+196.9% |