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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 | $146,742 | $74,535+96.9% | $100,712+45.7% | $82,637+77.6% |
| Participation rate | 41.0% | 61.2%-20.1pp | 69.3%-28.3pp | 68.1%-27.0pp |
| Annual return | 11.78% | 18.92%-7.1pp | 33.27%-21.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,977 | $3,074+61.9% | $4,085+21.8% | $4,126+20.6% |
| Admin fee / account holder | $6,670 | $6,576+1.4% | $9,256-27.9% | $7,339-9.1% |