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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 | $168,035 | $89,370+88.0% | $141,197+19.0% | $72,976+130.3% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 17.51% | 111.88%-94.4pp | 71.41%-53.9pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,251 | $5,419-40.0% | $6,710-51.6% | $3,608-9.9% |
| Admin fee / account holder | $16,463 | $5,957+176.4% | $10,265+60.4% | $5,124+221.3% |