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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 | $219,897 | $103,387+112.7% | $87,102+152.5% | $152,885+43.8% |
| Participation rate | 58.8% | 79.4%-20.5pp | 76.9%-18.0pp | 82.5%-23.6pp |
| Annual return | 6.32% | 28.10%-21.8pp | 28.19%-21.9pp | 345.39%-339.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,228 | $4,778-53.4% | $4,048-45.0% | $5,851-61.9% |
| Admin fee / account holder | $73,448 | $12,193+502.4% | $7,491+880.5% | $11,598+533.3% |