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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 | $160,497 | $77,574+106.9% | $108,753+47.6% | $86,983+84.5% |
| Participation rate | 41.9% | 62.3%-20.4pp | 71.1%-29.2pp | 69.5%-27.7pp |
| Annual return | 11.33% | 18.42%-7.1pp | 37.47%-26.1pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,024 | $3,128+28.6% | $4,115-2.2% | $4,194-4.0% |
| Admin fee / account holder | $43,524 | $6,529+566.7% | $10,320+321.8% | $7,856+454.0% |