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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 | $89,635 | $75,541+18.7% | $152,093-41.1% | $82,637+8.5% |
| Participation rate | 35.1% | 66.5%-31.5pp | 77.8%-42.7pp | 68.1%-33.0pp |
| Annual return | 11.89% | 32.56%-20.7pp | 66.36%-54.5pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,310 | $3,206+3.2% | $5,451-39.3% | $4,126-19.8% |
| Admin fee / account holder | $18,709 | $6,405+192.1% | $14,497+29.1% | $7,339+154.9% |