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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 | $88,672+102.6% | $105,223+70.7% | $82,448+117.9% |
| Participation rate | 34.0% | 67.9%-33.9pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 10.12% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,899 | $4,036-28.2% | $5,072-42.8% | $4,139-30.0% |
| Admin fee / account holder | $82,783 | $7,146+1058.5% | $8,859+834.5% | $7,234+1044.3% |