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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 | $123,410 | $73,978+66.8% | $96,515+27.9% | $75,173+64.2% |
| Participation rate | 24.0% | 66.4%-42.4pp | 74.3%-50.3pp | 67.2%-43.2pp |
| Annual return | 12.54% | 26.72%-14.2pp | 35.73%-23.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,893 | $3,660-48.3% | $4,880-61.2% | $4,126-54.1% |
| Admin fee / account holder | $8,957 | $5,219+71.6% | $6,735+33.0% | $5,651+58.5% |