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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 | $199,916 | $106,864+87.1% | $147,318+35.7% | $82,637+141.9% |
| Participation rate | 54.5% | 75.5%-21.0pp | 82.1%-27.5pp | 68.1%-13.5pp |
| Annual return | 12.96% | 27.49%-14.5pp | 70.43%-57.5pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,576 | $6,496+93.6% | $7,906+59.1% | $4,126+204.8% |
| Admin fee / account holder | $26,475 | $8,415+214.6% | $13,708+93.1% | $7,339+260.8% |