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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 | $100,194+41.3% | $122,979+15.1% | $86,983+62.7% |
| Participation rate | 36.5% | 73.0%-36.4pp | 77.2%-40.7pp | 69.5%-33.0pp |
| Annual return | 7.05% | 16.47%-9.4pp | 20.12%-13.1pp | 25.83%-18.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,631 | $4,133-36.3% | $5,003-47.4% | $4,194-37.3% |
| Admin fee / account holder | $17,491 | $10,148+72.4% | $12,864+36.0% | $7,856+122.7% |