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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 | $136,657 | $77,574+76.2% | $108,753+25.7% | $86,983+57.1% |
| Participation rate | 32.4% | 62.3%-29.9pp | 71.1%-38.7pp | 69.5%-37.2pp |
| Annual return | 8.12% | 18.42%-10.3pp | 37.47%-29.4pp | 25.83%-17.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,873 | $3,128-40.1% | $4,115-54.5% | $4,194-55.3% |
| Admin fee / account holder | $4,247 | $6,529-34.9% | $10,320-58.8% | $7,856-45.9% |