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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 | $92,418 | $82,879+11.5% | $96,576-4.3% | $67,986+35.9% |
| Participation rate | 59.1% | 75.2%-16.1pp | 81.4%-22.4pp | 57.2%+1.9pp |
| Annual return | 14.23% | 36.90%-22.7pp | 38.47%-24.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,459 | $6,976-50.4% | $7,956-56.5% | $3,358+3.0% |
| Admin fee / account holder | $10,956 | $2,783+293.7% | $11,381-3.7% | $3,203+242.0% |