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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 | $74,535+152.8% | $100,712+87.1% | $82,637+128.1% |
| Participation rate | 23.2% | 61.2%-38.0pp | 69.3%-46.1pp | 68.1%-44.8pp |
| Annual return | 10.98% | 18.92%-7.9pp | 33.27%-22.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,468 | $3,074-19.7% | $4,085-39.6% | $4,126-40.2% |
| Admin fee / account holder | $9,249 | $6,576+40.7% | $9,256-0.1% | $7,339+26.0% |