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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 | $63,456+227.5% | $100,712+106.3% | $64,097+224.2% |
| Participation rate | 24.1% | 49.7%-25.6pp | 69.3%-45.2pp | 55.2%-31.1pp |
| Annual return | 12.10% | 19.65%-7.5pp | 33.27%-21.2pp | 34.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,410 | $2,463-2.2% | $4,085-41.0% | $3,080-21.8% |
| Admin fee / account holder | $19,858 | $4,808+313.0% | $9,256+114.5% | $3,454+474.9% |