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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 | $109,301 | $53,774+103.3% | $134,162-18.5% | $79,852+36.9% |
| Participation rate | 51.9% | 58.8%-6.9pp | 72.2%-20.3pp | 69.6%-17.8pp |
| Annual return | 10.00% | 19.01%-9.0pp | 36.35%-26.3pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,265 | $2,420+76.2% | $3,500+21.9% | $3,740+14.0% |
| Admin fee / account holder | $25,792 | $3,985+547.3% | $6,685+285.8% | $5,306+386.1% |