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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 | $124,176 | $56,287+120.6% | $80,977+53.3% | $62,881+97.5% |
| Participation rate | 66.7% | 68.9%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 1.66% | 22.13%-20.5pp | 17.11%-15.4pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,976 | $4,196+18.6% | $5,696-12.6% | $3,203+55.4% |
| Admin fee / account holder | $1,350 | $3,742-63.9% | $5,517-75.5% | $4,296-68.6% |