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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 | $197,810 | $124,346+59.1% | $111,306+77.7% | $167,553+18.1% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 8.26% | 37.46%-29.2pp | 54.67%-46.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,278 | $5,182-36.7% | $4,488-27.0% | $6,343-48.3% |
| Admin fee / account holder | $4,552 | $10,623-57.2% | $7,966-42.9% | $12,316-63.0% |