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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 | $146,104 | $102,422+42.6% | $147,117-0.7% | $80,959+80.5% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 11.49% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,150 | $6,652+7.5% | $8,065-11.3% | $4,300+66.3% |
| Admin fee / account holder | $4,098 | $7,953-48.5% | $12,993-68.5% | $6,925-40.8% |