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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 | $209,375 | $98,776+112.0% | $149,745+39.8% | $79,856+162.2% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 9.87% | 27.38%-17.5pp | 276.72%-266.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,898 | $3,217-9.9% | $4,646-37.6% | $2,471+17.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,939 | $6,053+97.3% | $9,312+28.2% | $5,306+125.0% |