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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 | $100,194+92.1% | $122,979+56.5% | $86,983+121.3% |
| Participation rate | 56.3% | 73.0%-16.7pp | 77.2%-20.9pp | 69.5%-13.3pp |
| Annual return | 7.87% | 16.47%-8.6pp | 20.12%-12.2pp | 25.83%-18.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,987 | $4,133-51.9% | $5,003-60.3% | $4,194-52.6% |
| Admin fee / account holder | $8,129 | $10,148-19.9% | $12,864-36.8% | $7,856+3.5% |