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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 | $155,898 | $93,617+66.5% | $135,982+14.6% | $75,177+107.4% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 14.08% | 30.89%-16.8pp | 68.32%-54.2pp | 160.75%-146.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,930 | $6,406-7.4% | $7,760-23.6% | $4,126+43.7% |
| Admin fee / account holder | $457 | $6,980-93.5% | $10,767-95.8% | $5,651-91.9% |