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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 | $180,955 | $60,442+199.4% | $96,754+87.0% | $87,485+106.8% |
| Participation rate | 56.4% | 58.7%-2.3pp | 70.3%-13.9pp | 68.9%-12.5pp |
| Annual return | 11.50% | 21.97%-10.5pp | 82.04%-70.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,113 | $3,280-35.6% | $4,758-55.6% | $4,274-50.5% |
| Admin fee / account holder | $4,584 | $5,069-9.6% | $8,905-48.5% | $7,775-41.0% |