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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 | $100,194+43.3% | $122,979+16.7% | $86,983+65.1% |
| Participation rate | 62.5% | 73.0%-10.5pp | 77.2%-14.7pp | 69.5%-7.0pp |
| Annual return | 10.81% | 16.47%-5.7pp | 20.12%-9.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,131 | $4,133-48.4% | $5,003-57.4% | $4,194-49.2% |
| Admin fee / account holder | $2,827 | $10,148-72.1% | $12,864-78.0% | $7,856-64.0% |