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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 | $207,857 | $106,524+95.1% | $152,301+36.5% | $87,485+137.6% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.4%-27.2pp | 68.9%-13.7pp |
| Annual return | 12.18% | 26.89%-14.7pp | 80.50%-68.3pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,811 | $6,525-56.9% | $8,004-64.9% | $4,274-34.2% |
| Admin fee / account holder | $21,327 | $8,287+157.4% | $14,398+48.1% | $7,775+174.3% |