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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 | $144,106 | $172,111-16.3% | $150,298-4.1% | $137,256+5.0% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 8.24% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,273 | $6,166-63.1% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $27,936 | $16,471+69.6% | $14,116+97.9% | $12,270+127.7% |