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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 | $164,615 | $106,749+54.2% | $145,433+13.2% | $82,448+99.7% |
| Participation rate | 35.9% | 75.6%-39.8pp | 82.1%-46.2pp | 68.1%-32.2pp |
| Annual return | 8.60% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,453 | $6,519-1.0% | $7,897-18.3% | $4,139+55.9% |
| Admin fee / account holder | $47,752 | $8,390+469.2% | $13,129+263.7% | $7,234+560.1% |