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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 | $222,063 | $146,267+51.8% | $197,124+12.7% | $82,448+169.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 86.7%-56.7pp | 68.1%-38.1pp |
| Annual return | 12.61% | 29.61%-17.0pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,777 | $7,035-46.3% | $9,135-58.6% | $4,139-8.7% |
| Admin fee / account holder | $19,087 | $14,422+32.4% | $16,298+17.1% | $7,234+163.8% |