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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 | $92,152 | $79,955+15.3% | $98,461-6.4% | $75,173+22.6% |
| Participation rate | 62.1% | 70.4%-8.3pp | 75.2%-13.1pp | 67.2%-5.1pp |
| Annual return | 7.20% | 19.75%-12.5pp | 21.17%-14.0pp | 160.72%-153.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,808 | $3,752-25.2% | $4,738-40.7% | $4,126-31.9% |
| Admin fee / account holder | $18,952 | $6,841+177.0% | $8,961+111.5% | $5,651+235.4% |