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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 | $91,817 | $58,627+56.6% | $76,735+19.7% | $82,448+11.4% |
| Participation rate | 45.2% | 63.2%-18.1pp | 69.5%-24.3pp | 68.1%-22.9pp |
| Annual return | 12.56% | 39.10%-26.5pp | 29.77%-17.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,454 | $3,134+10.2% | $4,088-15.5% | $4,139-16.6% |
| Admin fee / account holder | $17,559 | $5,323+229.9% | $7,189+144.2% | $7,234+142.7% |