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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 | $177,583 | $150,197+18.2% | $120,368+47.5% | $145,959+21.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 6.17% | 154.26%-148.1pp | 107.26%-101.1pp | 561.95%-555.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,660 | $6,174-73.1% | $4,991-66.7% | $6,689-75.2% |
| Admin fee / account holder | $5,538 | $12,216-54.7% | $9,429-41.3% | $13,398-58.7% |