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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 | $172,746 | $95,453+81.0% | $112,040+54.2% | $82,448+109.5% |
| Participation rate | 53.4% | 72.8%-19.3pp | 76.5%-23.0pp | 68.1%-14.6pp |
| Annual return | 12.04% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,989 | $4,224-52.9% | $5,098-61.0% | $4,139-52.0% |
| Admin fee / account holder | $36,531 | $9,013+305.3% | $12,098+202.0% | $7,234+405.0% |