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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 | $96,005 | $100,194-4.2% | $122,979-21.9% | $86,983+10.4% |
| Participation rate | 44.4% | 73.0%-28.5pp | 77.2%-32.7pp | 69.5%-25.1pp |
| Annual return | 5.84% | 16.47%-10.6pp | 20.12%-14.3pp | 25.83%-20.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,890 | $4,133-30.1% | $5,003-42.2% | $4,194-31.1% |
| Admin fee / account holder | $14,852 | $10,148+46.4% | $12,864+15.4% | $7,856+89.1% |