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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 | $197,082 | $93,617+110.5% | $135,982+44.9% | $75,177+162.2% |
| Participation rate | 40.7% | 75.2%-34.5pp | 81.9%-41.2pp | 67.2%-26.5pp |
| Annual return | 15.00% | 30.89%-15.9pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,494 | $6,406+1.4% | $7,760-16.3% | $4,126+57.4% |
| Admin fee / account holder | $4,457 | $6,980-36.1% | $10,767-58.6% | $5,651-21.1% |