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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 | $124,390 | $52,682+136.1% | $78,004+59.5% | $64,097+94.1% |
| Participation rate | 26.4% | 47.7%-21.3pp | 69.4%-43.0pp | 55.2%-28.8pp |
| Annual return | 12.20% | 22.45%-10.2pp | 31.07%-18.9pp | 34.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,681 | $2,346-28.3% | $4,092-58.9% | $3,080-45.4% |
| Admin fee / account holder | $16,950 | $5,420+212.7% | $7,578+123.7% | $3,454+390.7% |