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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 | $114,884 | $85,766+33.9% | $136,298-15.7% | $70,126+63.8% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 13.11% | 31.46%-18.3pp | 5156.27%-5143.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,348 | $5,051-13.9% | $6,247-30.4% | $3,332+30.5% |
| Admin fee / account holder | $4,755 | $5,421-12.3% | $9,244-48.6% | $4,645+2.4% |