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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 | $101,950+66.9% | $125,529+35.6% | $86,983+95.7% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 69.5%-12.4pp |
| Annual return | 11.20% | 18.29%-7.1pp | 202.56%-191.4pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,997 | $3,862-48.3% | $4,813-58.5% | $4,194-52.4% |
| Admin fee / account holder | $2,187 | $12,791-82.9% | $16,298-86.6% | $7,856-72.2% |