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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 | $199,260 | $94,436+111.0% | $115,599+72.4% | $82,637+141.1% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.3%-32.6pp | 68.1%-26.4pp |
| Annual return | 11.80% | 18.37%-6.6pp | 111.10%-99.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,182 | $3,955-19.5% | $4,889-34.9% | $4,126-22.9% |
| Admin fee / account holder | $44,789 | $10,328+333.7% | $12,841+248.8% | $7,339+510.3% |