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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 | $148,460 | $90,400+64.2% | $186,193-20.3% | $87,485+69.7% |
| Participation rate | 27.1% | 66.2%-39.1pp | 77.1%-50.0pp | 68.9%-41.8pp |
| Annual return | 12.61% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,020 | $4,330-7.2% | $6,513-38.3% | $4,274-5.9% |
| Admin fee / account holder | $9,996 | $8,673+15.3% | $11,058-9.6% | $7,775+28.6% |