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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 | $124,980+90.7% | $108,359+119.9% | $154,746+54.0% |
| Participation rate | 16.7% | 75.2%-58.5pp | 70.1%-53.5pp | 80.7%-64.0pp |
| Annual return | 5.92% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,225 | $4,743-32.0% | $4,137-22.0% | $6,730-52.1% |
| Admin fee / account holder | $2,537 | $11,502-77.9% | $9,741-74.0% | $14,365-82.3% |