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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 | $221,823 | $116,190+90.9% | $93,614+137.0% | $152,885+45.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 1.64% | 35.96%-34.3pp | 32.76%-31.1pp | 345.39%-343.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,102 | $4,604-54.3% | $4,069-48.3% | $5,851-64.1% |
| Admin fee / account holder | $551 | $10,749-94.9% | $7,889-93.0% | $11,598-95.2% |