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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 | $202,486 | $63,354+219.6% | $94,105+115.2% | $82,637+145.0% |
| Participation rate | 55.9% | 63.8%-7.9pp | 71.9%-16.1pp | 68.1%-12.2pp |
| Annual return | 11.93% | 34.36%-22.4pp | 204.55%-192.6pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,808 | $2,873-2.3% | $3,881-27.7% | $4,126-32.0% |
| Admin fee / account holder | $14,989 | $5,073+195.5% | $6,199+141.8% | $7,339+104.2% |