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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 | $169,875 | $97,289+74.6% | $92,805+83.0% | $155,188+9.5% |
| Participation rate | 41.7% | 84.2%-42.5pp | 83.5%-41.8pp | 80.8%-39.1pp |
| Annual return | 6.00% | 29.03%-23.0pp | 31.59%-25.6pp | 148.84%-142.8pp |
| Employer contribution / active EE | $122 | $3,632-96.7% | $3,424-96.4% | $4,248-97.1% |
| Participant deferral / active EE | $5,824 | $8,795-33.8% | $8,448-31.1% | $6,531-10.8% |
| Admin fee / account holder | $52,059 | $12,015+333.3% | $10,911+377.1% | $14,480+259.5% |