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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 | $97,947 | $51,222+91.2% | $70,544+38.8% | $75,173+30.3% |
| Participation rate | 20.0% | 61.0%-41.0pp | 68.4%-48.4pp | 67.2%-47.2pp |
| Annual return | 8.31% | 30.06%-21.7pp | 32.79%-24.5pp | 160.72%-152.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,557 | $2,850-45.4% | $4,568-65.9% | $4,126-62.3% |
| Admin fee / account holder | $5,366 | $4,096+31.0% | $6,427-16.5% | $5,651-5.0% |