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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 | $241,108 | $108,825+121.6% | $156,181+54.4% | $82,448+192.4% |
| Participation rate | 3.8% | 72.4%-68.5pp | 78.8%-75.0pp | 68.1%-64.2pp |
| Annual return | 3.74% | 20.59%-16.8pp | 64.87%-61.1pp | 41.64%-37.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,482 | $9,341-52.0% | $14,586-69.3% | $7,234-38.1% |