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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 | $97,550+103.4% | $120,344+64.9% | $87,485+126.8% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.7%-30.6pp | 68.9%-22.8pp |
| Annual return | 9.62% | 18.41%-8.8pp | 20.30%-10.7pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,612 | $4,230+9.0% | $5,135-10.2% | $4,274+7.9% |
| Admin fee / account holder | $63,339 | $9,543+563.8% | $12,742+397.1% | $7,775+714.7% |