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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 | $103,250 | $50,972+102.6% | $88,538+16.6% | $72,983+41.5% |
| Participation rate | 38.5% | 63.4%-24.9pp | 68.7%-30.3pp | 69.5%-31.0pp |
| Annual return | 16.16% | 29.62%-13.5pp | 43.64%-27.5pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,254 | $2,230+1.1% | $2,914-22.7% | $3,608-37.5% |
| Admin fee / account holder | $2,149 | $3,230-33.5% | $4,310-50.1% | $5,124-58.1% |