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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 | $192,502 | $97,550+97.3% | $120,344+60.0% | $87,485+120.0% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.7%-20.5pp | 68.9%-12.7pp |
| Annual return | 7.87% | 18.41%-10.5pp | 20.30%-12.4pp | 26.06%-18.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,987 | $4,230-53.0% | $5,135-61.3% | $4,274-53.5% |
| Admin fee / account holder | $8,129 | $9,543-14.8% | $12,742-36.2% | $7,775+4.6% |