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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 | $171,063 | $114,119+49.9% | $107,187+59.6% | $138,895+23.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 8.47% | 273.21%-264.7pp | 204.55%-196.1pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,975 | $5,538-28.2% | $5,096-22.0% | $6,396-37.9% |
| Admin fee / account holder | $61,434 | $10,024+512.9% | $9,162+570.5% | $12,562+389.0% |