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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 | $163,768 | $76,407+114.3% | $150,298+9.0% | $82,448+98.6% |
| Participation rate | 31.6% | 66.4%-34.8pp | 77.8%-46.2pp | 68.1%-36.5pp |
| Annual return | 4.13% | 39.99%-35.9pp | 62.79%-58.7pp | 41.64%-37.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,091 | $3,214-66.1% | $5,453-80.0% | $4,139-73.6% |
| Admin fee / account holder | $39,228 | $6,352+517.6% | $14,116+177.9% | $7,234+442.2% |