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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 | $81,487+98.9% | $102,412+58.3% | $80,935+100.3% |
| Participation rate | 44.1% | 66.8%-22.7pp | 74.5%-30.4pp | 67.7%-23.5pp |
| Annual return | 10.17% | 25.60%-15.4pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,276 | $3,871-41.2% | $5,060-55.0% | $4,299-47.1% |
| Admin fee / account holder | $12,643 | $6,717+88.2% | $8,388+50.7% | $6,924+82.6% |