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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 | $148,532 | $58,848+152.4% | $88,179+68.4% | $82,637+79.7% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.1%-17.1pp | 68.1%-16.1pp |
| Annual return | 12.11% | 22.76%-10.6pp | 64.97%-52.9pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,218 | $3,124+3.0% | $4,614-30.2% | $4,126-22.0% |
| Admin fee / account holder | $3,986 | $4,795-16.9% | $7,673-48.0% | $7,339-45.7% |