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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 | $107,733 | $69,977+54.0% | $108,582-0.8% | $62,881+71.3% |
| Participation rate | 28.6% | 72.9%-44.3pp | 79.6%-51.0pp | 69.3%-40.7pp |
| Annual return | 2.95% | 10.73%-7.8pp | -51.70%+54.7pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,089 | $3,165-34.0% | $4,311-51.5% | $3,203-34.8% |
| Admin fee / account holder | $1,497 | $5,076-70.5% | $7,645-80.4% | $4,296-65.2% |