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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 | $157,800 | $81,504+93.6% | $102,437+54.0% | $80,959+94.9% |
| Participation rate | 29.2% | 66.9%-37.7pp | 74.5%-45.3pp | 67.7%-38.5pp |
| Annual return | 10.37% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,218 | $3,871-16.9% | $5,060-36.4% | $4,300-25.2% |
| Admin fee / account holder | $33,019 | $6,719+391.4% | $8,388+293.6% | $6,925+376.8% |