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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 | $213,005 | $70,366+202.7% | $66,674+219.5% | $138,895+53.4% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 10.96% | 386.41%-375.4pp | 321.24%-310.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,186 | $4,374-72.9% | $4,084-71.0% | $6,396-81.5% |
| Admin fee / account holder | $473 | $5,262-91.0% | $5,098-90.7% | $12,562-96.2% |