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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 | $197,827 | $93,617+111.3% | $135,982+45.5% | $75,177+163.1% |
| Participation rate | 48.1% | 75.2%-27.1pp | 81.9%-33.8pp | 67.2%-19.1pp |
| Annual return | 10.83% | 30.89%-20.1pp | 68.32%-57.5pp | 160.75%-149.9pp |
| Employer contribution / active EE | $3,487 | $3,538-1.4% | $4,859-28.2% | $2,671+30.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $14,814 | $6,980+112.2% | $10,767+37.6% | $5,651+162.1% |