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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 | $238,316 | $112,729+111.4% | $98,716+141.4% | $137,256+73.6% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 5.92% | 38.48%-32.6pp | 31.81%-25.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,225 | $4,640-30.5% | $4,048-20.3% | $6,407-49.7% |
| Admin fee / account holder | $2,537 | $10,129-75.0% | $8,703-70.9% | $12,270-79.3% |