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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 | $138,403 | $58,627+136.1% | $76,735+80.4% | $82,448+67.9% |
| Participation rate | 60.9% | 63.2%-2.3pp | 69.5%-8.6pp | 68.1%-7.1pp |
| Annual return | 10.66% | 39.10%-28.4pp | 29.77%-19.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,403 | $3,134+8.6% | $4,088-16.7% | $4,139-17.8% |
| Admin fee / account holder | $5,271 | $5,323-1.0% | $7,189-26.7% | $7,234-27.1% |