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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 | $86,922+27.0% | $102,438+7.8% | $80,874+36.5% |
| Participation rate | 29.4% | 72.4%-43.0pp | 76.5%-47.1pp | 67.6%-38.2pp |
| Annual return | 10.22% | 18.90%-8.7pp | 29.37%-19.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,350 | $4,119-42.9% | $5,054-53.5% | $4,297-45.3% |
| Admin fee / account holder | $2,360 | $8,050-70.7% | $9,448-75.0% | $6,935-66.0% |