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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 | $50,554+266.0% | $67,681+173.4% | $87,485+111.5% |
| Participation rate | 47.9% | 67.7%-19.8pp | 73.7%-25.8pp | 68.9%-21.0pp |
| Annual return | 8.96% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,734 | $2,961+93.6% | $3,976+44.2% | $4,274+34.2% |
| Admin fee / account holder | $8,873 | $4,132+114.7% | $6,100+45.5% | $7,775+14.1% |