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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 | $232,414 | $101,752+128.4% | $164,928+40.9% | $80,911+187.2% |
| Participation rate | 3.4% | 71.8%-68.4pp | 78.6%-75.2pp | 67.6%-64.2pp |
| Annual return | 3.57% | 16.73%-13.2pp | 70.08%-66.5pp | 35.63%-32.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,482 | $8,218-45.5% | $12,684-64.7% | $6,935-35.4% |