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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 | $107,421+59.7% | $182,262-5.9% | $94,015+82.5% |
| Participation rate | 66.7% | 77.8%-11.1pp | 84.2%-17.5pp | 70.8%-4.2pp |
| Annual return | 11.19% | 21.32%-10.1pp | 140.60%-129.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,143 | $6,558-6.3% | $8,276-25.8% | $4,249+44.6% |
| Admin fee / account holder | $22,495 | $8,692+158.8% | $16,712+34.6% | $8,951+151.3% |