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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 | $110,439 | $93,598+18.0% | $135,974-18.8% | $75,173+46.9% |
| Participation rate | 38.8% | 75.2%-36.4pp | 81.9%-43.1pp | 67.2%-28.4pp |
| Annual return | 13.98% | 30.89%-16.9pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,962 | $6,405+8.7% | $7,760-10.3% | $4,126+68.7% |
| Admin fee / account holder | $9,760 | $6,978+39.9% | $10,767-9.3% | $5,651+72.7% |