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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 | $114,712+110.2% | $173,730+38.8% | $87,485+175.6% |
| Participation rate | 3.8% | 73.0%-69.1pp | 79.6%-75.7pp | 68.9%-65.1pp |
| Annual return | 3.74% | 20.18%-16.4pp | 19.96%-16.2pp | 26.06%-22.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,482 | $10,210-56.1% | $17,523-74.4% | $7,775-42.4% |