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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 | $170,207 | $104,251+63.3% | $91,004+87.0% | $147,586+15.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 7.22% | 27.06%-19.8pp | 4.60%+2.6pp | 578.59%-571.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,000 | $4,195+186.1% | $3,548+238.3% | $5,439+120.6% |
| Admin fee / account holder | $2,925 | $8,948-67.3% | $5,417-46.0% | $10,886-73.1% |