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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 | $229,284 | $112,131+104.5% | $95,964+138.9% | $158,982+44.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 5.42% | 171.19%-165.8pp | 91.64%-86.2pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,806 | $4,784-41.4% | $4,167-32.7% | $5,983-53.1% |
| Admin fee / account holder | $7,603 | $10,136-25.0% | $6,797+11.8% | $11,252-32.4% |