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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 | $154,755 | $101,618+52.3% | $93,063+66.3% | $137,256+12.7% |
| Participation rate | 47.1% | 74.9%-27.9pp | 72.1%-25.1pp | 80.0%-32.9pp |
| Annual return | 9.54% | 223.95%-214.4pp | 34.15%-24.6pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,028 | $4,279+40.9% | $3,958+52.3% | $6,407-5.9% |
| Admin fee / account holder | $1,075 | $6,198-82.7% | $6,033-82.2% | $12,270-91.2% |