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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 | $117,670 | $74,535+57.9% | $100,712+16.8% | $82,637+42.4% |
| Participation rate | 55.8% | 61.2%-5.4pp | 69.3%-13.5pp | 68.1%-12.2pp |
| Annual return | 10.86% | 18.92%-8.1pp | 33.27%-22.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,146 | $3,074-30.2% | $4,085-47.5% | $4,126-48.0% |
| Admin fee / account holder | $7,371 | $6,576+12.1% | $9,256-20.4% | $7,339+0.4% |