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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 | $94,858 | $51,222+85.2% | $70,544+34.5% | $75,173+26.2% |
| Participation rate | 37.5% | 61.0%-23.5pp | 68.4%-30.9pp | 67.2%-29.7pp |
| Annual return | 12.76% | 30.06%-17.3pp | 32.79%-20.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,155 | $2,850-24.4% | $4,568-52.8% | $4,126-47.8% |
| Admin fee / account holder | $3,093 | $4,096-24.5% | $6,427-51.9% | $5,651-45.3% |