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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 | $96,957 | $67,894+42.8% | $89,340+8.5% | $82,448+17.6% |
| Participation rate | 45.0% | 64.0%-19.0pp | 69.6%-24.6pp | 68.1%-23.1pp |
| Annual return | 11.55% | 19.21%-7.7pp | 20.57%-9.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,208 | $3,072+37.0% | $3,823+10.1% | $4,139+1.7% |
| Admin fee / account holder | $16,401 | $5,723+186.6% | $6,704+144.7% | $7,234+126.7% |