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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 | $190,495 | $73,787+158.2% | $98,716+93.0% | $82,448+131.0% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.3%-28.0pp | 68.1%-26.8pp |
| Annual return | 11.58% | 18.57%-7.0pp | 31.81%-20.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,882 | $3,081-38.9% | $4,048-53.5% | $4,139-54.5% |
| Admin fee / account holder | $8,106 | $6,500+24.7% | $8,703-6.9% | $7,234+12.0% |