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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 | $89,462 | $47,848+87.0% | $81,473+9.8% | $70,126+27.6% |
| Participation rate | 57.1% | 58.3%-1.1pp | 68.0%-10.8pp | 69.5%-12.4pp |
| Annual return | 11.61% | 27.25%-15.6pp | 38.78%-27.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,791 | $2,453-27.0% | $3,537-49.4% | $3,332-46.2% |
| Admin fee / account holder | $7,139 | $3,145+127.0% | $4,561+56.5% | $4,645+53.7% |