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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 | $142,415 | $93,345+52.6% | $119,126+19.5% | $87,485+62.8% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 10.32% | 19.08%-8.8pp | 282.11%-271.8pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,268 | $4,099-44.7% | $5,318-57.3% | $4,274-46.9% |
| Admin fee / account holder | $1,778 | $8,039-77.9% | $10,693-83.4% | $7,775-77.1% |