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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 | $170,266 | $109,782+55.1% | $260,467-34.6% | $94,015+81.1% |
| Participation rate | 55.6% | 67.2%-11.6pp | 80.5%-24.9pp | 70.8%-15.3pp |
| Annual return | 11.60% | 18.60%-7.0pp | 100.60%-89.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,732 | $4,044+17.0% | $6,319-25.1% | $4,249+11.4% |
| Admin fee / account holder | $31,223 | $11,958+161.1% | $15,461+101.9% | $8,951+248.8% |