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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 | $189,023 | $51,207+269.1% | $70,565+167.9% | $71,529+164.3% |
| Participation rate | 63.9% | 59.4%+4.6pp | 68.4%-4.4pp | 67.9%-4.0pp |
| Annual return | 13.59% | 42.71%-29.1pp | 32.79%-19.2pp | 28.97%-15.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $2,976-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $10,261 | $3,033+238.3% | $4,568+124.6% | $4,291+139.1% |
| Admin fee / account holder | $13,278 | $2,002+563.4% | $6,430+106.5% | $1,588+735.9% |