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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 | $243,143 | $85,766+183.5% | $136,295+78.4% | $70,131+246.7% |
| Participation rate | 48.5% | 74.2%-25.7pp | 81.9%-33.4pp | 69.5%-21.1pp |
| Annual return | 12.11% | 31.45%-19.3pp | 5155.97%-5143.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,799 | $5,051+14.8% | $6,247-7.2% | $3,332+74.1% |
| Admin fee / account holder | $1,679 | $5,420-69.0% | $9,243-81.8% | $4,645-63.9% |