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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 | $103,595 | $58,627+76.7% | $76,735+35.0% | $82,448+25.6% |
| Participation rate | 47.2% | 63.2%-16.0pp | 69.5%-22.3pp | 68.1%-20.9pp |
| Annual return | 11.33% | 39.10%-27.8pp | 29.77%-18.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,524 | $3,134+44.4% | $4,088+10.7% | $4,139+9.3% |
| Admin fee / account holder | $6,473 | $5,323+21.6% | $7,189-10.0% | $7,234-10.5% |