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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 | $160,484 | $223,823-28.3% | $211,142-24.0% | $154,746+3.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 4.98% | 50.39%-45.4pp | 46.84%-41.9pp | 172.34%-167.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,271 | $9,750-15.2% | $9,284-10.9% | $6,730+22.9% |
| Admin fee / account holder | $179,038 | $19,707+808.5% | $19,076+838.6% | $14,365+1146.3% |