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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 | $115,484 | $72,027+60.3% | $185,861-37.9% | $79,856+44.6% |
| Participation rate | 48.0% | 65.8%-17.8pp | 78.0%-30.0pp | 69.6%-21.6pp |
| Annual return | 7.51% | 23.13%-15.6pp | 35.96%-28.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,646 | $3,780-3.5% | $5,634-35.3% | $3,741-2.5% |
| Admin fee / account holder | $3,925 | $4,513-13.0% | $9,503-58.7% | $5,306-26.0% |