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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 | $215,515 | $90,400+138.4% | $186,193+15.7% | $87,485+146.3% |
| Participation rate | 45.9% | 66.2%-20.3pp | 77.1%-31.2pp | 68.9%-23.0pp |
| Annual return | 11.19% | 22.15%-11.0pp | 78.03%-66.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,703 | $4,330-14.5% | $6,513-43.1% | $4,274-13.3% |
| Admin fee / account holder | $34,953 | $8,673+303.0% | $11,058+216.1% | $7,775+349.6% |