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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 | $105,017 | $80,781+30.0% | $102,437+2.5% | $74,478+41.0% |
| Participation rate | 34.1% | 65.7%-31.6pp | 74.5%-40.4pp | 67.2%-33.1pp |
| Annual return | 10.52% | 27.58%-17.1pp | 24.95%-14.4pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,216 | $3,862-16.7% | $5,060-36.4% | $4,350-26.1% |
| Admin fee / account holder | $16,480 | $2,372+594.7% | $8,388+96.5% | $1,946+746.9% |