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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 | $188,924 | $117,904+60.2% | $102,457+84.4% | $145,978+29.4% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 8.57% | 31.80%-23.2pp | 29.41%-20.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,742 | $5,733-34.7% | $5,054-26.0% | $6,690-44.1% |
| Admin fee / account holder | $18,581 | $13,329+39.4% | $9,451+96.6% | $13,400+38.7% |