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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 | $220,090 | $93,617+135.1% | $135,982+61.9% | $75,177+192.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 11.08% | 30.89%-19.8pp | 68.32%-57.2pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,502 | $6,406-14.1% | $7,760-29.1% | $4,126+33.3% |
| Admin fee / account holder | $5,768 | $6,980-17.4% | $10,767-46.4% | $5,651+2.1% |