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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 | $99,875+57.1% | $146,866+6.8% | $86,983+80.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 7.57% | 28.10%-20.5pp | 102.85%-95.3pp | 25.83%-18.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,844 | $6,322-55.0% | $7,759-63.3% | $4,194-32.2% |
| Admin fee / account holder | $31,054 | $7,838+296.2% | $13,620+128.0% | $7,856+295.3% |