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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 | $172,547 | $61,815+179.1% | $97,295+77.3% | $80,959+113.1% |
| Participation rate | 58.3% | 63.5%-5.1pp | 72.7%-14.3pp | 67.7%-9.3pp |
| Annual return | 8.25% | -558.73%+567.0pp | 75.62%-67.4pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,078 | $3,027-31.4% | $4,264-51.3% | $4,300-51.7% |
| Admin fee / account holder | $7,757 | $5,166+50.2% | $5,646+37.4% | $6,925+12.0% |