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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 | $191,043 | $43,075+343.5% | $74,577+156.2% | $62,881+203.8% |
| Participation rate | 22.5% | 58.1%-35.6pp | 68.1%-45.6pp | 69.3%-46.8pp |
| Annual return | -0.54% | 17.50%-18.0pp | 20.47%-21.0pp | 20.14%-20.7pp |
| Employer contribution / active EE | $730 | $1,498-51.3% | $2,525-71.1% | $2,281-68.0% |
| Participant deferral / active EE | $2,501 | $2,389+4.7% | $3,458-27.7% | $3,203-21.9% |
| Admin fee / account holder | $2,504 | $2,840-11.8% | $4,138-39.5% | $4,296-41.7% |