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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 | $78,941 | $86,940-9.2% | $102,434-22.9% | $80,935-2.5% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 9.25% | 18.89%-9.6pp | 29.46%-20.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,033 | $4,121-26.4% | $5,055-40.0% | $4,299-29.5% |
| Admin fee / account holder | $18,177 | $8,047+125.9% | $9,462+92.1% | $6,924+162.5% |