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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 | $105,364 | $84,953+24.0% | $163,379-35.5% | $82,637+27.5% |
| Participation rate | 57.1% | 65.9%-8.8pp | 76.8%-19.7pp | 68.1%-10.9pp |
| Annual return | 12.56% | 23.07%-10.5pp | 63.41%-50.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,622 | $4,326-16.3% | $6,282-42.3% | $4,126-12.2% |
| Admin fee / account holder | $2,977 | $7,921-62.4% | $9,818-69.7% | $7,339-59.4% |