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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 | $148,053 | $93,598+58.2% | $135,974+8.9% | $75,173+97.0% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 14.68% | 30.89%-16.2pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,846 | $6,405+38.1% | $7,760+14.0% | $4,126+114.4% |
| Admin fee / account holder | $28,465 | $6,978+307.9% | $10,767+164.4% | $5,651+403.8% |