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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 | $235,380 | $124,425+89.2% | $112,040+110.1% | $137,256+71.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.11% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,941 | $5,718-13.6% | $5,098-3.1% | $6,407-22.9% |
| Admin fee / account holder | $6,078 | $15,207-60.0% | $12,098-49.8% | $12,270-50.5% |