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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 | $176,758 | $102,422+72.6% | $147,117+20.1% | $80,959+118.3% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 11.58% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,348 | $6,652-4.6% | $8,065-21.3% | $4,300+47.6% |
| Admin fee / account holder | $11,936 | $7,953+50.1% | $12,993-8.1% | $6,925+72.4% |