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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 | $81,476+93.7% | $102,383+54.1% | $80,925+95.0% |
| Participation rate | 29.2% | 66.8%-37.7pp | 74.5%-45.3pp | 67.7%-38.5pp |
| Annual return | 10.37% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,218 | $3,871-16.9% | $5,060-36.4% | $4,299-25.1% |
| Admin fee / account holder | $33,019 | $6,717+391.5% | $8,391+293.5% | $6,940+375.8% |