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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 | $216,493 | $124,351+74.1% | $109,188+98.3% | $167,553+29.2% |
| Participation rate | 63.2% | 79.4%-16.3pp | 75.9%-12.7pp | 82.1%-19.0pp |
| Annual return | 9.52% | 26.04%-16.5pp | 25.76%-16.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,975 | $5,257+32.7% | $4,654+49.9% | $6,343+10.0% |
| Admin fee / account holder | $39,405 | $7,975+394.1% | $6,755+483.3% | $12,316+219.9% |