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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 | $104,971 | $89,370+17.5% | $141,197-25.7% | $72,976+43.8% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 15.18% | 111.88%-96.7pp | 71.41%-56.2pp | 81.02%-65.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,779 | $5,419-48.7% | $6,710-58.6% | $3,608-23.0% |
| Admin fee / account holder | $1,226 | $5,957-79.4% | $10,265-88.1% | $5,124-76.1% |