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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 | $162,112 | $81,446+99.0% | $103,374+56.8% | $80,874+100.4% |
| Participation rate | 44.1% | 66.9%-22.7pp | 74.5%-30.4pp | 67.6%-23.5pp |
| Annual return | 10.17% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,276 | $3,870-41.2% | $5,058-55.0% | $4,297-47.0% |
| Admin fee / account holder | $12,643 | $6,715+88.3% | $8,394+50.6% | $6,935+82.3% |