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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 | $112,242 | $89,259+25.7% | $107,187+4.7% | $82,637+35.8% |
| Participation rate | 17.6% | 67.9%-50.3pp | 75.0%-57.4pp | 68.1%-50.4pp |
| Annual return | 12.18% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,316 | $4,037-17.9% | $5,096-34.9% | $4,126-19.6% |
| Admin fee / account holder | $10,886 | $7,381+47.5% | $9,162+18.8% | $7,339+48.3% |