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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 | $168,583 | $81,331+107.3% | $155,534+8.4% | $80,935+108.3% |
| Participation rate | 45.9% | 66.3%-20.3pp | 78.2%-32.3pp | 67.7%-21.7pp |
| Annual return | 9.92% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,470 | $3,454-28.5% | $5,630-56.1% | $4,299-42.6% |
| Admin fee / account holder | $2,608 | $7,999-67.4% | $15,900-83.6% | $6,924-62.3% |