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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 | $99,875+64.8% | $146,866+12.1% | $86,983+89.2% |
| Participation rate | 35.9% | 75.8%-39.9pp | 82.5%-46.6pp | 69.5%-33.6pp |
| Annual return | 8.60% | 28.10%-19.5pp | 102.85%-94.3pp | 25.83%-17.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,453 | $6,322+2.1% | $7,759-16.8% | $4,194+53.9% |
| Admin fee / account holder | $47,752 | $7,838+509.3% | $13,620+250.6% | $7,856+507.9% |