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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 | $128,718 | $95,453+34.8% | $112,040+14.9% | $82,448+56.1% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.5%-28.1pp | 68.1%-19.7pp |
| Annual return | 10.24% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,004 | $4,224+65.8% | $5,098+37.4% | $4,139+69.2% |
| Admin fee / account holder | $35,070 | $9,013+289.1% | $12,098+189.9% | $7,234+384.8% |