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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 | $102,429+143.3% | $147,096+69.4% | $80,925+207.9% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 9.49% | 135.02%-125.5pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,697 | $6,649-14.3% | $8,071-29.4% | $4,299+32.5% |
| Admin fee / account holder | $4,232 | $7,957-46.8% | $13,005-67.5% | $6,940-39.0% |