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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 | $185,049 | $51,184+261.5% | $66,439+178.5% | $86,983+112.7% |
| Participation rate | 47.9% | 68.5%-20.6pp | 74.5%-26.6pp | 69.5%-21.6pp |
| Annual return | 8.96% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,734 | $2,927+95.9% | $3,876+47.9% | $4,194+36.7% |
| Admin fee / account holder | $8,873 | $4,154+113.6% | $6,173+43.7% | $7,856+12.9% |