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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 | $168,629 | $98,240+71.7% | $82,312+104.9% | $147,586+14.3% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 8.70% | 30.85%-22.2pp | 25.88%-17.2pp | 578.59%-569.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,112 | $4,383-51.8% | $3,706-43.0% | $5,439-61.2% |
| Admin fee / account holder | $908 | $8,563-89.4% | $5,608-83.8% | $10,886-91.7% |