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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 | $124,823 | $91,559+36.3% | $133,971-6.8% | $79,852+56.3% |
| Participation rate | 34.4% | 73.3%-39.0pp | 79.8%-45.5pp | 69.6%-35.3pp |
| Annual return | 5.21% | 61.85%-56.6pp | 45.09%-39.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,198 | $3,734-41.1% | $5,047-56.5% | $3,740-41.2% |
| Admin fee / account holder | $3,076 | $6,321-51.3% | $8,929-65.5% | $5,306-42.0% |