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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 | $170,186 | $94,031+81.0% | $115,768+47.0% | $82,448+106.4% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 11.20% | 20.61%-9.4pp | 100.46%-89.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,997 | $3,972-49.7% | $4,917-59.4% | $4,139-51.8% |
| Admin fee / account holder | $2,187 | $10,249-78.7% | $12,439-82.4% | $7,234-69.8% |