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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 | $52,246 | $45,126+15.8% | $85,187-38.7% | $74,459-29.8% |
| Participation rate | 36.9% | 49.4%-12.5pp | 67.5%-30.6pp | 67.2%-30.3pp |
| Annual return | 10.99% | 26.30%-15.3pp | 66.67%-55.7pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,722 | $2,738+35.9% | $4,525-17.7% | $4,350-14.4% |
| Admin fee / account holder | $9,406 | $2,212+325.3% | $6,162+52.6% | $1,945+383.7% |