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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 | $171,004 | $112,729+51.7% | $98,716+73.2% | $137,256+24.6% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.3%-30.2pp | 80.0%-40.8pp |
| Annual return | 9.27% | 38.48%-29.2pp | 31.81%-22.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,156 | $4,640-53.5% | $4,048-46.7% | $6,407-66.3% |
| Admin fee / account holder | $34,069 | $10,129+236.4% | $8,703+291.5% | $12,270+177.7% |