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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 | $179,635 | $93,345+92.4% | $119,126+50.8% | $87,485+105.3% |
| Participation rate | 34.0% | 68.7%-34.7pp | 75.8%-41.7pp | 68.9%-34.9pp |
| Annual return | 10.12% | 19.08%-9.0pp | 282.11%-272.0pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,899 | $4,099-29.3% | $5,318-45.5% | $4,274-32.2% |
| Admin fee / account holder | $82,783 | $8,039+929.8% | $10,693+674.2% | $7,775+964.8% |