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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 | $157,734 | $72,492+117.6% | $87,102+81.1% | $72,983+116.1% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.5pp | 69.5%-21.2pp |
| Annual return | 12.66% | 24.46%-11.8pp | 28.19%-15.5pp | 81.01%-68.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,370 | $3,270+3.1% | $4,048-16.8% | $3,608-6.6% |
| Admin fee / account holder | $3,516 | $5,055-30.4% | $7,491-53.1% | $5,124-31.4% |