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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 | $218,051 | $97,550+123.5% | $120,344+81.2% | $87,485+149.2% |
| Participation rate | 38.1% | 72.8%-34.7pp | 76.7%-38.6pp | 68.9%-30.8pp |
| Annual return | 9.76% | 18.41%-8.6pp | 20.30%-10.5pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,832 | $4,230+61.5% | $5,135+33.0% | $4,274+59.9% |
| Admin fee / account holder | $55,750 | $9,543+484.2% | $12,742+337.5% | $7,775+617.1% |