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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 | $213,654 | $98,766+116.3% | $149,730+42.7% | $79,852+167.6% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.6%-13.8pp |
| Annual return | 6.31% | 27.43%-21.1pp | 276.70%-270.4pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,957 | $5,681+22.5% | $6,843+1.7% | $3,740+86.0% |
| Admin fee / account holder | $2,417 | $6,052-60.1% | $9,310-74.0% | $5,306-54.4% |