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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 | $232,537 | $116,462+99.7% | $477,111-51.3% | $116,462+99.7% |
| Participation rate | 55.2% | 74.7%-19.5pp | 88.9%-33.7pp | 74.7%-19.5pp |
| Annual return | 7.90% | 15.65%-7.8pp | 101.90%-94.0pp | 15.65%-7.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $8,708-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $4,896 | $3,836+27.6% | $7,539-35.1% | $3,836+27.6% |
| Admin fee / account holder | $1,298 | $12,754-89.8% | $42,132-96.9% | $12,754-89.8% |