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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 | $112,740 | $52,353+115.3% | $120,225-6.2% | $82,448+36.7% |
| Participation rate | 30.8% | 58.3%-27.5pp | 69.6%-38.8pp | 68.1%-37.3pp |
| Annual return | 12.94% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,930 | $2,627+11.6% | $3,999-26.7% | $4,139-29.2% |
| Admin fee / account holder | $22,407 | $4,363+413.6% | $5,696+293.4% | $7,234+209.7% |