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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 | $160,976 | $86,949+85.1% | $102,460+57.1% | $80,959+98.8% |
| Participation rate | 40.7% | 72.4%-31.6pp | 76.5%-35.8pp | 67.7%-26.9pp |
| Annual return | 8.34% | 18.89%-10.6pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,724 | $4,121-33.9% | $5,056-46.1% | $4,300-36.6% |
| Admin fee / account holder | $4,596 | $8,048-42.9% | $9,460-51.4% | $6,925-33.6% |