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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 | $169,076 | $110,307+53.3% | $96,576+75.1% | $139,456+21.2% |
| Participation rate | 53.8% | 78.1%-24.3pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 7.77% | 26.40%-18.6pp | 25.87%-18.1pp | 373.45%-365.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,976 | $5,547-28.3% | $4,851-18.0% | $6,711-40.8% |
| Admin fee / account holder | $6,457 | $11,597-44.3% | $8,253-21.8% | $11,407-43.4% |