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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 | $97,550+72.5% | $120,344+39.8% | $87,485+92.3% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.7%-31.5pp | 68.9%-23.7pp |
| Annual return | 11.61% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,717 | $4,230+82.5% | $5,135+50.3% | $4,274+80.6% |
| Admin fee / account holder | $2,559 | $9,543-73.2% | $12,742-79.9% | $7,775-67.1% |