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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 | $202,840 | $71,197+184.9% | $93,669+116.6% | $80,925+150.7% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.4pp | 67.7%-8.3pp |
| Annual return | 8.83% | 11.27%-2.4pp | 133.59%-124.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,818 | $4,036+44.2% | $4,416+31.8% | $4,299+35.3% |
| Admin fee / account holder | $602 | $6,959-91.4% | $8,291-92.7% | $6,940-91.3% |