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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 | $123,381 | $89,370+38.1% | $141,197-12.6% | $72,976+69.1% |
| Participation rate | 62.1% | 75.1%-13.1pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 17.90% | 111.88%-94.0pp | 71.41%-53.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,555 | $5,419-15.9% | $6,710-32.1% | $3,608+26.3% |
| Admin fee / account holder | $12,134 | $5,957+103.7% | $10,265+18.2% | $5,124+136.8% |