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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 | $123,478+95.3% | $216,567+11.3% | $94,015+156.5% |
| Participation rate | 3.8% | 75.1%-71.3pp | 81.6%-77.8pp | 70.8%-67.0pp |
| Annual return | 3.74% | 23.61%-19.9pp | 12.94%-9.2pp | 17.84%-14.1pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,482 | $12,753-64.9% | $21,981-79.6% | $8,951-49.9% |