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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 | $116,353 | $94,031+23.7% | $115,768+0.5% | $82,448+41.1% |
| Participation rate | 57.6% | 70.4%-12.8pp | 74.4%-16.8pp | 68.1%-10.5pp |
| Annual return | 11.28% | 20.61%-9.3pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,605 | $3,972-9.2% | $4,917-26.7% | $4,139-12.9% |
| Admin fee / account holder | $3,001 | $10,249-70.7% | $12,439-75.9% | $7,234-58.5% |