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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 | $96,731+85.7% | $123,973+44.9% | $86,983+106.5% |
| Participation rate | 34.0% | 70.0%-36.0pp | 76.7%-42.6pp | 69.5%-35.5pp |
| Annual return | 10.12% | 17.33%-7.2pp | 388.13%-378.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,899 | $4,152-30.2% | $5,247-44.7% | $4,194-30.9% |
| Admin fee / account holder | $82,783 | $8,722+849.1% | $11,799+601.6% | $7,856+953.8% |