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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 | $150,534 | $89,259+68.6% | $107,187+40.4% | $82,637+82.2% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 5.19% | 21.02%-15.8pp | 204.55%-199.4pp | 53.51%-48.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,497 | $4,037-38.2% | $5,096-51.0% | $4,126-39.5% |
| Admin fee / account holder | $826 | $7,381-88.8% | $9,162-91.0% | $7,339-88.7% |