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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 | $155,969 | $117,859+32.3% | $102,438+52.3% | $145,959+6.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.62% | 31.72%-25.1pp | 29.37%-22.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $23,367 | $5,732+307.7% | $5,054+362.4% | $6,689+249.4% |
| Admin fee / account holder | $867 | $13,318-93.5% | $9,448-90.8% | $13,398-93.5% |