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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 | $128,870 | $116,190+10.9% | $93,614+37.7% | $152,885-15.7% |
| Participation rate | 28.6% | 78.0%-49.5pp | 75.8%-47.3pp | 82.5%-53.9pp |
| Annual return | 2.59% | 35.96%-33.4pp | 32.76%-30.2pp | 345.39%-342.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,573 | $4,604-65.8% | $4,069-61.3% | $5,851-73.1% |
| Admin fee / account holder | $12,291 | $10,749+14.3% | $7,889+55.8% | $11,598+6.0% |