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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 | $92,362 | $86,940+6.2% | $102,434-9.8% | $80,935+14.1% |
| Participation rate | 42.5% | 72.4%-29.9pp | 76.5%-34.0pp | 67.7%-25.2pp |
| Annual return | 9.83% | 18.89%-9.1pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,973 | $4,121-52.1% | $5,055-61.0% | $4,299-54.1% |
| Admin fee / account holder | $1,230 | $8,047-84.7% | $9,462-87.0% | $6,924-82.2% |