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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 | $97,550+32.0% | $120,344+7.0% | $87,485+47.1% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.7%-28.3pp | 68.9%-20.5pp |
| Annual return | 10.24% | 18.41%-8.2pp | 20.30%-10.1pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,004 | $4,230+65.6% | $5,135+36.4% | $4,274+63.9% |
| Admin fee / account holder | $35,070 | $9,543+267.5% | $12,742+175.2% | $7,775+351.1% |