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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 | $98,655 | $71,197+38.6% | $93,669+5.3% | $80,925+21.9% |
| Participation rate | 58.8% | 60.4%-1.6pp | 68.7%-10.0pp | 67.7%-8.9pp |
| Annual return | 9.64% | 11.27%-1.6pp | 133.59%-124.0pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,981 | $4,036-1.4% | $4,416-9.8% | $4,299-7.4% |
| Admin fee / account holder | $6,338 | $6,959-8.9% | $8,291-23.6% | $6,940-8.7% |