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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 | $100,050 | $71,208+40.5% | $93,681+6.8% | $80,911+23.7% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 9.08% | 11.27%-2.2pp | 133.47%-124.4pp | 35.63%-26.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,542 | $4,035-37.0% | $4,415-42.4% | $4,297-40.9% |
| Admin fee / account holder | $4,869 | $6,951-30.0% | $8,290-41.3% | $6,935-29.8% |