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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 | $164,506 | $81,331+102.3% | $155,534+5.8% | $80,935+103.3% |
| Participation rate | 25.9% | 66.3%-40.3pp | 78.2%-52.3pp | 67.7%-41.7pp |
| Annual return | 9.02% | 33.37%-24.3pp | 64.92%-55.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,556 | $3,454-55.0% | $5,630-72.4% | $4,299-63.8% |
| Admin fee / account holder | $94,572 | $7,999+1082.3% | $15,900+494.8% | $6,924+1265.8% |