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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 | $121,456 | $89,364+35.9% | $141,177-14.0% | $72,983+66.4% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 14.87% | 111.86%-97.0pp | 71.40%-56.5pp | 81.01%-66.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,378 | $5,419-56.1% | $6,710-64.6% | $3,608-34.1% |
| Admin fee / account holder | $4,165 | $5,959-30.1% | $10,263-59.4% | $5,124-18.7% |