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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 | $135,488 | $100,060+35.4% | $149,721-9.5% | $70,126+93.2% |
| Participation rate | 49.2% | 83.6%-34.4pp | 87.1%-37.9pp | 69.5%-20.3pp |
| Annual return | 10.96% | 27.46%-16.5pp | 1501.67%-1490.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,621 | $4,982-27.3% | $6,568-44.9% | $3,332+8.7% |
| Admin fee / account holder | $12,567 | $8,285+51.7% | $11,282+11.4% | $4,645+170.5% |