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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 | $249,185 | $102,382+143.4% | $147,005+69.5% | $80,874+208.1% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 9.49% | 134.89%-125.4pp | 418.76%-409.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,697 | $6,646-14.3% | $8,070-29.4% | $4,297+32.6% |
| Admin fee / account holder | $4,232 | $7,942-46.7% | $13,006-67.5% | $6,935-39.0% |