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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 | $218,884 | $61,816+254.1% | $97,260+125.0% | $80,935+170.4% |
| Participation rate | 54.5% | 63.5%-8.9pp | 72.7%-18.1pp | 67.7%-13.1pp |
| Annual return | 10.18% | -558.73%+568.9pp | 75.54%-65.4pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,404 | $3,027+12.4% | $4,262-20.1% | $4,299-20.8% |
| Admin fee / account holder | $15,867 | $5,166+207.2% | $5,640+181.3% | $6,924+129.1% |