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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 | $90,400+88.3% | $186,193-8.6% | $87,485+94.6% |
| Participation rate | 55.6% | 66.2%-10.6pp | 77.1%-21.6pp | 68.9%-13.4pp |
| Annual return | 11.60% | 22.15%-10.6pp | 78.03%-66.4pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,732 | $4,330+9.3% | $6,513-27.3% | $4,274+10.7% |
| Admin fee / account holder | $31,223 | $8,673+260.0% | $11,058+182.4% | $7,775+301.6% |