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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 | $112,337 | $81,457+37.9% | $103,378+8.7% | $80,911+38.8% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 10.19% | 25.58%-15.4pp | 24.91%-14.7pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,328 | $3,871-39.9% | $5,058-54.0% | $4,297-45.8% |
| Admin fee / account holder | $6,365 | $6,717-5.2% | $8,401-24.2% | $6,935-8.2% |