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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 | $214,464 | $80,992+164.8% | $96,534+122.2% | $75,173+185.3% |
| Participation rate | 48.8% | 71.8%-23.0pp | 76.0%-27.2pp | 67.2%-18.4pp |
| Annual return | 12.21% | 27.05%-14.8pp | 25.88%-13.7pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,518 | $3,929+40.4% | $4,851+13.8% | $4,126+33.7% |
| Admin fee / account holder | $3,264 | $6,717-51.4% | $8,253-60.5% | $5,651-42.2% |