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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 | $101,795+48.7% | $165,100-8.3% | $80,959+86.9% |
| Participation rate | 29.0% | 71.8%-42.8pp | 78.6%-49.6pp | 67.7%-38.6pp |
| Annual return | 9.32% | 16.73%-7.4pp | 70.21%-60.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,542 | $4,476+1.5% | $6,035-24.8% | $4,300+5.6% |
| Admin fee / account holder | $35,451 | $8,221+331.2% | $12,696+179.2% | $6,925+411.9% |