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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 | $102,265 | $63,355+61.4% | $91,994+11.2% | $72,983+40.1% |
| Participation rate | 67.9% | 72.5%-4.7pp | 78.6%-10.8pp | 69.5%-1.6pp |
| Annual return | 18.69% | 35.35%-16.7pp | 69.03%-50.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,572 | $4,883-47.3% | $5,923-56.6% | $3,608-28.7% |
| Admin fee / account holder | $16,439 | $4,668+252.2% | $7,743+112.3% | $5,124+220.8% |