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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 | $76,834+77.9% | $108,359+26.1% | $87,485+56.2% |
| Participation rate | 32.4% | 61.7%-29.4pp | 70.1%-37.8pp | 68.9%-36.6pp |
| Annual return | 8.12% | 19.09%-11.0pp | 36.89%-28.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,873 | $3,100-39.6% | $4,137-54.7% | $4,274-56.2% |
| Admin fee / account holder | $4,247 | $6,537-35.0% | $9,741-56.4% | $7,775-45.4% |