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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 | $121,450 | $84,236+44.2% | $170,435-28.7% | $70,126+73.2% |
| Participation rate | 67.6% | 70.8%-3.2pp | 83.6%-16.0pp | 69.5%-1.9pp |
| Annual return | 8.12% | 23.06%-14.9pp | 205.94%-197.8pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,279 | $3,086+6.3% | $4,939-33.6% | $3,332-1.6% |
| Admin fee / account holder | $36,626 | $5,698+542.7% | $13,881+163.9% | $4,645+688.4% |