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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 | $189,714 | $76,834+146.9% | $108,359+75.1% | $87,485+116.9% |
| Participation rate | 68.1% | 61.7%+6.4pp | 70.1%-2.0pp | 68.9%-0.8pp |
| Annual return | 10.32% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,184 | $3,100+164.0% | $4,137+97.8% | $4,274+91.5% |
| Admin fee / account holder | $10,050 | $6,537+53.7% | $9,741+3.2% | $7,775+29.3% |