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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 | $243,749 | $76,834+217.2% | $108,359+124.9% | $87,485+178.6% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 10.33% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,814 | $3,100-41.5% | $4,137-56.2% | $4,274-57.6% |
| Admin fee / account holder | $24,128 | $6,537+269.1% | $9,741+147.7% | $7,775+210.3% |