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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 | $180,635 | $95,404+89.3% | $113,397+59.3% | $82,637+118.6% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-9.9pp |
| Annual return | 10.94% | 19.08%-8.1pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,728 | $4,220+12.0% | $5,076-6.9% | $4,126+14.6% |
| Admin fee / account holder | $32,062 | $9,168+249.7% | $11,957+168.1% | $7,339+336.9% |