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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 | $177,013 | $107,421+64.8% | $182,262-2.9% | $94,015+88.3% |
| Participation rate | 55.4% | 77.8%-22.4pp | 84.2%-28.8pp | 70.8%-15.4pp |
| Annual return | 9.91% | 21.32%-11.4pp | 140.60%-130.7pp | 17.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,349 | $6,558+42.6% | $8,276+13.0% | $4,249+120.0% |
| Admin fee / account holder | $10,815 | $8,692+24.4% | $16,712-35.3% | $8,951+20.8% |