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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 | $110,379+78.4% | $102,412+92.3% | $145,884+35.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 3.59% | 24.84%-21.2pp | 24.94%-21.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,269 | $5,622-59.6% | $5,060-55.2% | $6,690-66.1% |
| Admin fee / account holder | $1,752 | $9,745-82.0% | $8,388-79.1% | $13,392-86.9% |