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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 | $168,252 | $95,453+76.3% | $112,040+50.2% | $82,448+104.1% |
| Participation rate | 45.2% | 72.8%-27.5pp | 76.5%-31.3pp | 68.1%-22.8pp |
| Annual return | 11.61% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,717 | $4,224+82.7% | $5,098+51.4% | $4,139+86.4% |
| Admin fee / account holder | $2,559 | $9,013-71.6% | $12,098-78.8% | $7,234-64.6% |