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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 | $199,376 | $126,661+57.4% | $113,397+75.8% | $138,895+43.5% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.5%-23.6pp | 79.9%-27.0pp |
| Annual return | 9.01% | 25.05%-16.0pp | 23.20%-14.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,979 | $5,693+92.9% | $5,076+116.3% | $6,396+71.7% |
| Admin fee / account holder | $228,458 | $14,549+1470.2% | $11,957+1810.7% | $12,562+1718.6% |