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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 | $124,980+40.9% | $108,359+62.5% | $154,746+13.8% |
| Participation rate | 12.5% | 75.2%-62.7pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 2.79% | 45.00%-42.2pp | 36.89%-34.1pp | 172.34%-169.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $843 | $11,502-92.7% | $9,741-91.3% | $14,365-94.1% |