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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 | $137,532 | $80,992+69.8% | $96,534+42.5% | $75,173+83.0% |
| Participation rate | 52.0% | 71.8%-19.8pp | 76.0%-24.0pp | 67.2%-15.2pp |
| Annual return | 12.57% | 27.05%-14.5pp | 25.88%-13.3pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,460 | $3,929-37.4% | $4,851-49.3% | $4,126-40.4% |
| Admin fee / account holder | $9,346 | $6,717+39.1% | $8,253+13.2% | $5,651+65.4% |