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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 | $168,077 | $70,366+138.9% | $66,674+152.1% | $138,895+21.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.46% | 386.41%-374.9pp | 321.24%-309.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,447 | $4,374-44.1% | $4,084-40.1% | $6,396-61.7% |
| Admin fee / account holder | $12,432 | $5,262+136.2% | $5,098+143.9% | $12,562-1.0% |