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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 | $102,429+58.9% | $147,096+10.6% | $80,925+101.1% |
| Participation rate | 26.9% | 75.9%-48.9pp | 82.2%-55.3pp | 67.7%-40.7pp |
| Annual return | 10.92% | 135.02%-124.1pp | 419.75%-408.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,182 | $6,649-37.1% | $8,071-48.2% | $4,299-2.7% |
| Admin fee / account holder | $2,138 | $7,957-73.1% | $13,005-83.6% | $6,940-69.2% |