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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 | $159,204 | $118,496+34.4% | $98,461+61.7% | $139,466+14.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 7.85% | 18.96%-11.1pp | 21.17%-13.3pp | 373.66%-365.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,627 | $5,393-69.8% | $4,738-65.7% | $6,712-75.8% |
| Admin fee / account holder | $6,966 | $14,056-50.4% | $8,961-22.3% | $11,409-38.9% |