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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 | $149,074 | $108,825+37.0% | $156,181-4.6% | $82,448+80.8% |
| Participation rate | 56.8% | 72.4%-15.6pp | 78.8%-22.1pp | 68.1%-11.3pp |
| Annual return | 11.49% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,405 | $4,577-47.4% | $6,132-60.8% | $4,139-41.9% |
| Admin fee / account holder | $1,659 | $9,341-82.2% | $14,586-88.6% | $7,234-77.1% |