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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 | $139,270 | $111,814+24.6% | $103,378+34.7% | $145,978-4.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 8.13% | 24.80%-16.7pp | 24.91%-16.8pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,752 | $5,618-68.8% | $5,058-65.4% | $6,690-73.8% |
| Admin fee / account holder | $1,670 | $9,764-82.9% | $8,401-80.1% | $13,400-87.5% |