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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 | $150,742 | $78,690+91.6% | $161,489-6.7% | $87,485+72.3% |
| Participation rate | 47.8% | 67.5%-19.6pp | 78.7%-30.9pp | 68.9%-21.1pp |
| Annual return | 9.96% | 32.74%-22.8pp | 89.72%-79.8pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,182 | $3,311+86.7% | $5,630+9.8% | $4,274+44.7% |
| Admin fee / account holder | $20,774 | $6,724+209.0% | $16,006+29.8% | $7,775+167.2% |