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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 | $127,873 | $67,894+88.3% | $89,340+43.1% | $82,448+55.1% |
| Participation rate | 41.5% | 64.0%-22.5pp | 69.6%-28.1pp | 68.1%-26.6pp |
| Annual return | 12.61% | 19.21%-6.6pp | 20.57%-8.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,513 | $3,072-50.8% | $3,823-60.4% | $4,139-63.5% |
| Admin fee / account holder | $8,512 | $5,723+48.7% | $6,704+27.0% | $7,234+17.7% |