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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 | $103,583 | $51,202+102.3% | $70,548+46.8% | $75,181+37.8% |
| Participation rate | 27.5% | 61.0%-33.5pp | 68.3%-40.8pp | 67.2%-39.7pp |
| Annual return | 12.77% | 30.05%-17.3pp | 32.78%-20.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,355 | $2,850-52.5% | $4,567-70.3% | $4,126-67.2% |
| Admin fee / account holder | $4,737 | $4,094+15.7% | $6,424-26.3% | $5,650-16.2% |