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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 | $137,006 | $87,834+56.0% | $133,975+2.3% | $62,881+117.9% |
| Participation rate | 48.3% | 83.4%-35.1pp | 87.1%-38.8pp | 69.3%-21.0pp |
| Annual return | 4.72% | 12.05%-7.3pp | 29.29%-24.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,868 | $4,812-19.6% | $6,282-38.4% | $3,203+20.8% |
| Admin fee / account holder | $11,598 | $5,372+115.9% | $9,324+24.4% | $4,296+170.0% |