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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 | $74,535+154.5% | $100,712+88.4% | $82,637+129.6% |
| Participation rate | 68.1% | 61.2%+6.9pp | 69.3%-1.2pp | 68.1%0pp |
| Annual return | 10.32% | 18.92%-8.6pp | 33.27%-23.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,184 | $3,074+166.2% | $4,085+100.3% | $4,126+98.3% |
| Admin fee / account holder | $10,050 | $6,576+52.8% | $9,256+8.6% | $7,339+36.9% |