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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 | $249,837 | $126,661+97.2% | $113,397+120.3% | $138,895+79.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 7.37% | 25.05%-17.7pp | 23.20%-15.8pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,652 | $5,693-35.8% | $5,076-28.1% | $6,396-42.9% |
| Admin fee / account holder | $173,090 | $14,549+1089.7% | $11,957+1347.6% | $12,562+1277.9% |