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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 | $110,406 | $74,538+48.1% | $92,805+19.0% | $65,306+69.1% |
| Participation rate | 41.8% | 76.3%-34.5pp | 83.5%-41.7pp | 57.7%-15.9pp |
| Annual return | 8.58% | 49.12%-40.5pp | 31.59%-23.0pp | 21.94%-13.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,424-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $5,134 | $5,971-14.0% | $8,448-39.2% | $2,959+73.5% |
| Admin fee / account holder | $7,054 | $2,966+137.8% | $10,911-35.3% | $3,480+102.7% |