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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 | $244,633 | $157,296+55.5% | $141,191+73.3% | $152,897+60.0% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 8.03% | 64.34%-56.3pp | 71.41%-63.4pp | 345.43%-337.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,472 | $7,111-9.0% | $6,710-3.5% | $5,851+10.6% |
| Admin fee / account holder | $4,387 | $12,125-63.8% | $10,264-57.3% | $11,599-62.2% |