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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 | $192,034 | $152,612+25.8% | $125,192+53.4% | $152,897+25.6% |
| Participation rate | 4.8% | 83.3%-78.6pp | 79.8%-75.0pp | 82.5%-77.7pp |
| Annual return | 3.99% | 54.85%-50.9pp | 43.79%-39.8pp | 345.43%-341.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,482 | $13,437-66.6% | $9,704-53.8% | $11,599-61.4% |