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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 | $87,982 | $78,015+12.8% | $178,505-50.7% | $80,959+8.7% |
| Participation rate | 40.3% | 65.7%-25.4pp | 77.1%-36.9pp | 67.7%-27.4pp |
| Annual return | 10.11% | 18.10%-8.0pp | 27.16%-17.0pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,369 | $4,406-23.5% | $6,280-46.4% | $4,300-21.7% |
| Admin fee / account holder | $19,483 | $7,160+172.1% | $10,428+86.8% | $6,925+181.3% |