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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 | $210,493 | $45,079+366.9% | $69,461+203.0% | $72,983+188.4% |
| Participation rate | 37.8% | 68.5%-30.7pp | 74.6%-36.8pp | 69.5%-31.7pp |
| Annual return | 3.60% | 22.65%-19.1pp | 28.97%-25.4pp | 81.01%-77.4pp |
| Employer contribution / active EE | $4,926 | $2,055+139.8% | $2,779+77.2% | $2,440+101.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,974 | $3,056+95.5% | $3,840+55.6% | $5,124+16.6% |