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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 | $208,925 | $106,524+96.1% | $152,301+37.2% | $87,485+138.8% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.4%-23.6pp | 68.9%-10.1pp |
| Annual return | 13.78% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,204 | $6,525-4.9% | $8,004-22.5% | $4,274+45.2% |
| Admin fee / account holder | $302 | $8,287-96.4% | $14,398-97.9% | $7,775-96.1% |