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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 | $184,906 | $81,504+126.9% | $102,437+80.5% | $80,959+128.4% |
| Participation rate | 44.4% | 66.9%-22.4pp | 74.5%-30.1pp | 67.7%-23.2pp |
| Annual return | 9.46% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,647 | $3,871+45.9% | $5,060+11.6% | $4,300+31.3% |
| Admin fee / account holder | $1,003 | $6,719-85.1% | $8,388-88.0% | $6,925-85.5% |