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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 | $162,732 | $102,422+58.9% | $147,117+10.6% | $80,959+101.0% |
| Participation rate | 26.9% | 75.9%-49.0pp | 82.2%-55.3pp | 67.7%-40.7pp |
| Annual return | 10.92% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,182 | $6,652-37.1% | $8,065-48.1% | $4,300-2.8% |
| Admin fee / account holder | $2,138 | $7,953-73.1% | $12,993-83.5% | $6,925-69.1% |