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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 | $207,806 | $65,246+218.5% | $98,716+110.5% | $67,986+205.7% |
| Participation rate | 24.1% | 51.4%-27.3pp | 69.3%-45.2pp | 57.2%-33.1pp |
| Annual return | 12.10% | 20.58%-8.5pp | 31.81%-19.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,410 | $2,594-7.1% | $4,048-40.5% | $3,358-28.2% |
| Admin fee / account holder | $19,858 | $4,561+335.4% | $8,703+128.2% | $3,203+520.0% |