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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 | $156,862 | $107,421+46.0% | $182,262-13.9% | $94,015+66.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 84.2%-34.2pp | 70.8%-20.8pp |
| Annual return | 7.57% | 21.32%-13.8pp | 140.60%-133.0pp | 17.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,844 | $6,558-56.6% | $8,276-65.6% | $4,249-33.1% |
| Admin fee / account holder | $31,054 | $8,692+257.3% | $16,712+85.8% | $8,951+246.9% |