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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 | $198,387 | $104,098+90.6% | $140,514+41.2% | $94,015+111.0% |
| Participation rate | 46.2% | 73.7%-27.6pp | 77.8%-31.6pp | 70.8%-24.7pp |
| Annual return | 9.62% | 15.14%-5.5pp | 14.36%-4.7pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,612 | $4,033+14.4% | $4,919-6.2% | $4,249+8.5% |
| Admin fee / account holder | $63,339 | $10,439+506.8% | $13,697+362.4% | $8,951+607.6% |