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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 | $235,028 | $60,442+288.9% | $96,754+142.9% | $87,485+168.7% |
| Participation rate | 52.0% | 58.7%-6.7pp | 70.3%-18.3pp | 68.9%-16.9pp |
| Annual return | 9.58% | 21.97%-12.4pp | 82.04%-72.5pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,152 | $3,280+87.6% | $4,758+29.3% | $4,274+43.9% |
| Admin fee / account holder | $142,135 | $5,069+2703.9% | $8,905+1496.2% | $7,775+1728.2% |