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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 | $227,772 | $124,425+83.1% | $112,040+103.3% | $137,256+65.9% |
| Participation rate | 12.5% | 79.3%-66.8pp | 76.5%-64.0pp | 80.0%-67.5pp |
| Annual return | 9.41% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,271 | $5,718-42.8% | $5,098-35.8% | $6,407-49.0% |
| Admin fee / account holder | $964 | $15,207-93.7% | $12,098-92.0% | $12,270-92.1% |