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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 | $228,670 | $99,994+128.7% | $146,643+55.9% | $85,847+166.4% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 8.37% | 18.93%-10.6pp | 22.75%-14.4pp | 318.61%-310.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,896 | $4,006+97.1% | $5,506+43.4% | $3,952+99.8% |
| Admin fee / account holder | $20,499 | $7,703+166.1% | $10,280+99.4% | $6,261+227.4% |