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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 | $180,589 | $98,766+82.8% | $149,730+20.6% | $79,852+126.2% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 9.28% | 27.43%-18.2pp | 276.70%-267.4pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,797 | $5,681-50.8% | $6,843-59.1% | $3,740-25.2% |
| Admin fee / account holder | $3,090 | $6,052-48.9% | $9,310-66.8% | $5,306-41.8% |