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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 | $172,164 | $89,367+92.6% | $141,191+21.9% | $72,975+135.9% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 18.10% | 111.87%-93.8pp | 71.41%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,489 | $5,419+19.8% | $6,710-3.3% | $3,608+79.9% |
| Admin fee / account holder | $2,733 | $5,957-54.1% | $10,264-73.4% | $5,124-46.7% |