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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 | $118,989 | $85,060+39.9% | $70,565+68.6% | $139,487-14.7% |
| Participation rate | 26.3% | 73.9%-47.6pp | 68.4%-42.0pp | 80.3%-54.0pp |
| Annual return | 9.12% | 30.39%-21.3pp | 32.79%-23.7pp | 373.84%-364.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,176 | $5,891-63.1% | $4,568-52.4% | $6,713-67.6% |
| Admin fee / account holder | $51,360 | $8,932+475.0% | $6,430+698.8% | $11,407+350.2% |