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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 | $115,562 | $100,194+15.3% | $122,979-6.0% | $86,983+32.9% |
| Participation rate | 62.1% | 73.0%-10.9pp | 77.2%-15.1pp | 69.5%-7.5pp |
| Annual return | 8.37% | 16.47%-8.1pp | 20.12%-11.7pp | 25.83%-17.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,976 | $4,133-52.2% | $5,003-60.5% | $4,194-52.9% |
| Admin fee / account holder | $865 | $10,148-91.5% | $12,864-93.3% | $7,856-89.0% |