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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 | $57,590+157.9% | $86,233+72.2% | $82,448+80.2% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 12.11% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,218 | $3,080+4.5% | $4,559-29.4% | $4,139-22.3% |
| Admin fee / account holder | $3,986 | $4,730-15.7% | $8,342-52.2% | $7,234-44.9% |