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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 | $180,955 | $63,949+183.0% | $129,031+40.2% | $94,015+92.5% |
| Participation rate | 56.4% | 63.4%-7.0pp | 73.4%-16.9pp | 70.8%-14.4pp |
| Annual return | 11.50% | 17.56%-6.1pp | 34.67%-23.2pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,113 | $3,686-42.7% | $5,217-59.5% | $4,249-50.3% |
| Admin fee / account holder | $4,584 | $5,523-17.0% | $13,208-65.3% | $8,951-48.8% |