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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 | $148,642 | $56,894+161.3% | $84,753+75.4% | $62,881+136.4% |
| Participation rate | 48.1% | 68.5%-20.4pp | 76.6%-28.4pp | 69.3%-21.2pp |
| Annual return | 2.63% | 6.30%-3.7pp | 22.78%-20.2pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,513 | $2,709+66.6% | $3,712+21.6% | $3,203+40.9% |
| Admin fee / account holder | $2,218 | $3,581-38.1% | $5,333-58.4% | $4,296-48.4% |