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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 | $212,575 | $95,404+122.8% | $113,397+87.5% | $82,637+157.2% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.5%-45.2pp | 68.1%-36.8pp |
| Annual return | 4.55% | 19.08%-14.5pp | 23.20%-18.6pp | 53.51%-49.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,701 | $4,220-36.0% | $5,076-46.8% | $4,126-34.5% |
| Admin fee / account holder | $54,693 | $9,168+496.6% | $11,957+357.4% | $7,339+645.3% |