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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 | $151,328 | $101,763+48.7% | $164,866-8.2% | $80,874+87.1% |
| Participation rate | 29.0% | 71.8%-42.8pp | 78.6%-49.6pp | 67.6%-38.6pp |
| Annual return | 9.32% | 16.73%-7.4pp | 69.97%-60.7pp | 35.62%-26.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,542 | $4,477+1.5% | $6,033-24.7% | $4,297+5.7% |
| Admin fee / account holder | $35,451 | $8,228+330.8% | $12,689+179.4% | $6,935+411.2% |