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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 | $92,092 | $86,922+5.9% | $102,438-10.1% | $80,874+13.9% |
| Participation rate | 48.7% | 72.4%-23.7pp | 76.5%-27.8pp | 67.6%-18.9pp |
| Annual return | 8.12% | 18.90%-10.8pp | 29.37%-21.2pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,996 | $4,119-27.3% | $5,054-40.7% | $4,297-30.3% |
| Admin fee / account holder | $6,366 | $8,050-20.9% | $9,448-32.6% | $6,935-8.2% |