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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 | $141,542 | $95,404+48.4% | $113,397+24.8% | $82,637+71.3% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.5%-40.0pp | 68.1%-31.5pp |
| Annual return | 7.05% | 19.08%-12.0pp | 23.20%-16.1pp | 53.51%-46.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,631 | $4,220-37.6% | $5,076-48.2% | $4,126-36.2% |
| Admin fee / account holder | $17,491 | $9,168+90.8% | $11,957+46.3% | $7,339+138.3% |