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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 | $102,385+80.5% | $147,080+25.6% | $80,935+128.3% |
| Participation rate | 45.8% | 75.9%-30.1pp | 82.2%-36.4pp | 67.7%-21.9pp |
| Annual return | 9.86% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,011 | $6,651+20.5% | $8,066-0.7% | $4,299+86.3% |
| Admin fee / account holder | $30,552 | $7,951+284.2% | $12,989+135.2% | $6,924+341.2% |