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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 | $171,537 | $106,524+61.0% | $152,301+12.6% | $87,485+96.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 11.19% | 26.89%-15.7pp | 80.50%-69.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,143 | $6,525-5.8% | $8,004-23.2% | $4,274+43.8% |
| Admin fee / account holder | $22,495 | $8,287+171.5% | $14,398+56.2% | $7,775+189.3% |