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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 | $188,458 | $77,574+142.9% | $108,753+73.3% | $86,983+116.7% |
| Participation rate | 23.2% | 62.3%-39.1pp | 71.1%-47.9pp | 69.5%-46.3pp |
| Annual return | 10.98% | 18.42%-7.4pp | 37.47%-26.5pp | 25.83%-14.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,468 | $3,128-21.1% | $4,115-40.0% | $4,194-41.1% |
| Admin fee / account holder | $9,249 | $6,529+41.7% | $10,320-10.4% | $7,856+17.7% |