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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 | $177,013 | $106,749+65.8% | $145,433+21.7% | $82,448+114.7% |
| Participation rate | 55.4% | 75.6%-20.2pp | 82.1%-26.7pp | 68.1%-12.6pp |
| Annual return | 9.91% | 27.59%-17.7pp | 66.58%-56.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,349 | $6,519+43.4% | $7,897+18.4% | $4,139+125.9% |
| Admin fee / account holder | $10,815 | $8,390+28.9% | $13,129-17.6% | $7,234+49.5% |