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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 | $86,949+5.9% | $102,460-10.1% | $80,959+13.8% |
| Participation rate | 48.7% | 72.4%-23.7pp | 76.5%-27.8pp | 67.7%-18.9pp |
| Annual return | 8.12% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,996 | $4,121-27.3% | $5,056-40.8% | $4,300-30.3% |
| Admin fee / account holder | $6,366 | $8,048-20.9% | $9,460-32.7% | $6,925-8.1% |