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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 | $151,260 | $126,661+19.4% | $113,397+33.4% | $138,895+8.9% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.5%-38.0pp | 79.9%-41.5pp |
| Annual return | 8.12% | 25.05%-16.9pp | 23.20%-15.1pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,505 | $5,693-56.0% | $5,076-50.6% | $6,396-60.8% |
| Admin fee / account holder | $1,130 | $14,549-92.2% | $11,957-90.5% | $12,562-91.0% |