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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 | $191,378 | $99,994+91.4% | $146,647+30.5% | $85,851+122.9% |
| Participation rate | 68.8% | 73.1%-4.3pp | 80.1%-11.3pp | 69.3%-0.6pp |
| Annual return | 11.10% | 18.93%-7.8pp | 22.75%-11.6pp | 318.63%-307.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,764 | $4,006-6.0% | $5,506-31.6% | $3,952-4.8% |
| Admin fee / account holder | $13,180 | $7,703+71.1% | $10,281+28.2% | $6,261+110.5% |