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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 | $184,780 | $102,382+80.5% | $147,005+25.7% | $80,874+128.5% |
| Participation rate | 45.8% | 75.8%-30.1pp | 82.2%-36.4pp | 67.6%-21.9pp |
| Annual return | 9.86% | 134.89%-125.0pp | 418.76%-408.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,011 | $6,646+20.5% | $8,070-0.7% | $4,297+86.4% |
| Admin fee / account holder | $30,552 | $7,942+284.7% | $13,006+134.9% | $6,935+340.5% |