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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 | $239,731 | $78,520+205.3% | $96,576+148.2% | $82,448+190.8% |
| Participation rate | 48.6% | 77.7%-29.2pp | 81.4%-32.9pp | 68.1%-19.5pp |
| Annual return | 14.14% | 41.30%-27.2pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,946 | $6,754-41.6% | $7,956-50.4% | $4,139-4.7% |
| Admin fee / account holder | $3,673 | $13,455-72.7% | $11,381-67.7% | $7,234-49.2% |