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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 | $176,036 | $115,225+52.8% | $100,712+74.8% | $138,895+26.7% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.3%-56.8pp | 79.9%-67.4pp |
| Annual return | 2.79% | 40.35%-37.6pp | 33.27%-30.5pp | 145.39%-142.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $843 | $10,844-92.2% | $9,256-90.9% | $12,562-93.3% |