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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 | $150,412+18.1% | $120,574+47.3% | $145,884+21.7% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 6.17% | 154.50%-148.3pp | 107.42%-101.3pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,660 | $6,175-73.1% | $4,996-66.8% | $6,690-75.2% |
| Admin fee / account holder | $5,538 | $12,224-54.7% | $9,445-41.4% | $13,392-58.6% |