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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 | $179,488 | $95,415+88.1% | $185,851-3.4% | $85,851+109.1% |
| Participation rate | 63.2% | 68.8%-5.6pp | 81.7%-18.6pp | 69.3%-6.2pp |
| Annual return | 5.76% | 23.59%-17.8pp | 122.11%-116.3pp | 318.63%-312.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,642 | $3,424+210.8% | $5,569+91.1% | $3,952+169.3% |
| Admin fee / account holder | $4,691 | $7,215-35.0% | $16,245-71.1% | $6,261-25.1% |