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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 | $140,295 | $162,529-13.7% | $130,788+7.3% | $154,746-9.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 3.66% | 510.48%-506.8pp | 386.44%-382.8pp | 172.34%-168.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,000 | $4,808+149.6% | $4,137+190.1% | $6,730+78.3% |
| Admin fee / account holder | $2,180 | $7,669-71.6% | $6,673-67.3% | $14,365-84.8% |