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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 | $124,293 | $93,617+32.8% | $135,982-8.6% | $75,177+65.3% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 13.05% | 30.89%-17.8pp | 68.32%-55.3pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,933 | $6,406-7.4% | $7,760-23.5% | $4,126+43.8% |
| Admin fee / account holder | $27,606 | $6,980+295.5% | $10,767+156.4% | $5,651+388.5% |