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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 | $202,732 | $162,821+24.5% | $133,978+51.3% | $158,982+27.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 2.00% | 41.95%-39.9pp | 45.10%-43.1pp | 302.99%-301.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,480 | $5,910-58.0% | $5,047-50.9% | $5,983-58.6% |
| Admin fee / account holder | $1,851 | $11,742-84.2% | $8,930-79.3% | $11,252-83.5% |