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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 | $124,427 | $81,487+52.7% | $102,412+21.5% | $80,935+53.7% |
| Participation rate | 41.0% | 66.8%-25.8pp | 74.5%-33.5pp | 67.7%-26.6pp |
| Annual return | 9.94% | 25.60%-15.7pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,956 | $3,871-49.5% | $5,060-61.3% | $4,299-54.5% |
| Admin fee / account holder | $12,864 | $6,717+91.5% | $8,388+53.4% | $6,924+85.8% |