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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 | $110,379 | $86,949+26.9% | $102,460+7.7% | $80,959+36.3% |
| Participation rate | 29.4% | 72.4%-43.0pp | 76.5%-47.1pp | 67.7%-38.3pp |
| Annual return | 10.22% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,350 | $4,121-43.0% | $5,056-53.5% | $4,300-45.3% |
| Admin fee / account holder | $2,360 | $8,048-70.7% | $9,460-75.0% | $6,925-65.9% |