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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 | $196,945 | $111,814+76.1% | $103,378+90.5% | $145,978+34.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 3.59% | 24.80%-21.2pp | 24.91%-21.3pp | 550.52%-546.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,269 | $5,618-59.6% | $5,058-55.1% | $6,690-66.1% |
| Admin fee / account holder | $1,752 | $9,764-82.1% | $8,401-79.1% | $13,400-86.9% |