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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 | $94,031+111.9% | $115,768+72.1% | $82,448+141.7% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.4%-32.7pp | 68.1%-26.4pp |
| Annual return | 11.80% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,182 | $3,972-19.9% | $4,917-35.3% | $4,139-23.1% |
| Admin fee / account holder | $44,789 | $10,249+337.0% | $12,439+260.1% | $7,234+519.1% |