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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 | $143,574 | $97,550+47.2% | $120,344+19.3% | $87,485+64.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.7%-14.2pp | 68.9%-6.4pp |
| Annual return | 10.81% | 18.41%-7.6pp | 20.30%-9.5pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,131 | $4,230-49.6% | $5,135-58.5% | $4,274-50.1% |
| Admin fee / account holder | $2,827 | $9,543-70.4% | $12,742-77.8% | $7,775-63.6% |