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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 | $125,604 | $108,825+15.4% | $156,181-19.6% | $82,448+52.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 10.60% | 20.59%-10.0pp | 64.87%-54.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,372 | $4,577-4.5% | $6,132-28.7% | $4,139+5.6% |
| Admin fee / account holder | $6,196 | $9,341-33.7% | $14,586-57.5% | $7,234-14.3% |