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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 | $163,380 | $106,247+53.8% | $96,515+69.3% | $139,466+17.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 8.17% | 38.47%-30.3pp | 35.73%-27.6pp | 373.66%-365.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,693 | $5,456-50.6% | $4,880-44.8% | $6,712-59.9% |
| Admin fee / account holder | $1,830 | $7,885-76.8% | $6,735-72.8% | $11,409-84.0% |