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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 | $99,261 | $76,834+29.2% | $108,359-8.4% | $87,485+13.5% |
| Participation rate | 59.4% | 61.7%-2.4pp | 70.1%-10.7pp | 68.9%-9.6pp |
| Annual return | 8.94% | 19.09%-10.1pp | 36.89%-28.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,854 | $3,100+56.6% | $4,137+17.3% | $4,274+13.6% |
| Admin fee / account holder | $18,704 | $6,537+186.1% | $9,741+92.0% | $7,775+140.6% |