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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 | $246,851 | $76,551+222.5% | $123,894+99.2% | $62,881+292.6% |
| Participation rate | 38.2% | 73.0%-34.7pp | 81.4%-43.2pp | 69.3%-31.1pp |
| Annual return | 1.02% | 18.68%-17.7pp | 47.52%-46.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,279 | $4,840+9.1% | $5,984-11.8% | $3,203+64.8% |
| Admin fee / account holder | $30,853 | $4,826+539.3% | $8,357+269.2% | $4,296+618.2% |