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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 | $181,015 | $117,846+53.6% | $102,434+76.7% | $145,884+24.1% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 8.44% | 31.90%-23.5pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,746 | $5,733-52.1% | $5,055-45.7% | $6,690-58.9% |
| Admin fee / account holder | $17,591 | $13,356+31.7% | $9,462+85.9% | $13,392+31.4% |