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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 | $206,635 | $102,385+101.8% | $147,080+40.5% | $80,935+155.3% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 11.31% | 135.09%-123.8pp | 420.17%-408.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,159 | $6,651+7.6% | $8,066-11.3% | $4,299+66.5% |
| Admin fee / account holder | $18,879 | $7,951+137.4% | $12,989+45.4% | $6,924+172.7% |