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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 | $230,821 | $127,790+80.6% | $106,554+116.6% | $167,553+37.8% |
| Participation rate | 47.4% | 78.3%-30.9pp | 76.1%-28.8pp | 82.1%-34.7pp |
| Annual return | 7.87% | 33.88%-26.0pp | 26.80%-18.9pp | 478.89%-471.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,950 | $5,088-22.4% | $4,398-10.2% | $6,343-37.7% |
| Admin fee / account holder | $15,166 | $11,231+35.0% | $7,408+104.7% | $12,316+23.1% |