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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 | $171,564 | $78,428+118.8% | $95,960+78.8% | $79,852+114.9% |
| Participation rate | 50.9% | 73.5%-22.6pp | 77.1%-26.2pp | 69.6%-18.8pp |
| Annual return | 8.00% | 19.37%-11.4pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,689 | $3,440+7.2% | $4,167-11.5% | $3,740-1.4% |
| Admin fee / account holder | $6,578 | $5,622+17.0% | $6,797-3.2% | $5,306+24.0% |