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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 | $69,273+40.0% | $90,796+6.8% | $82,637+17.3% |
| Participation rate | 45.0% | 64.0%-19.0pp | 69.5%-24.5pp | 68.1%-23.1pp |
| Annual return | 11.55% | 18.37%-6.8pp | 19.29%-7.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,208 | $3,047+38.1% | $3,822+10.1% | $4,126+2.0% |
| Admin fee / account holder | $16,401 | $5,511+197.6% | $7,024+133.5% | $7,339+123.5% |