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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 | $158,098 | $105,200+50.3% | $159,474-0.9% | $85,847+84.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 12.05% | 45.08%-33.0pp | 263.68%-251.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,502 | $5,946+26.2% | $7,353+2.0% | $3,952+89.8% |
| Admin fee / account holder | $4,045 | $6,934-41.7% | $10,802-62.6% | $6,261-35.4% |