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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 | $123,249 | $57,590+114.0% | $86,233+42.9% | $82,448+49.5% |
| Participation rate | 52.8% | 57.9%-5.1pp | 69.0%-16.2pp | 68.1%-15.3pp |
| Annual return | 11.80% | 22.41%-10.6pp | 61.39%-49.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,099 | $3,080+130.5% | $4,559+55.7% | $4,139+71.5% |
| Admin fee / account holder | $12,901 | $4,730+172.7% | $8,342+54.6% | $7,234+78.3% |