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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 | $115,775 | $64,359+79.9% | $90,161+28.4% | $70,126+65.1% |
| Participation rate | 69.0% | 70.4%-1.4pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 14.26% | 28.13%-13.9pp | 34.89%-20.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,857 | $4,389-57.7% | $5,287-64.9% | $3,332-44.3% |
| Admin fee / account holder | $1,796 | $3,945-54.5% | $5,943-69.8% | $4,645-61.3% |