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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 | $171,607 | $67,595+153.9% | $186,193-7.8% | $64,340+166.7% |
| Participation rate | 57.5% | 51.9%+5.6pp | 77.1%-19.6pp | 55.2%+2.3pp |
| Annual return | 13.62% | 17.46%-3.8pp | 78.03%-64.4pp | 24.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $3,918-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,168 | $3,023+104.0% | $6,513-5.3% | $2,980+107.0% |
| Admin fee / account holder | $10,848 | $5,311+104.3% | $11,058-1.9% | $3,703+193.0% |