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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 | $95,317 | $95,404-0.1% | $113,397-15.9% | $82,637+15.3% |
| Participation rate | 31.0% | 72.8%-41.8pp | 76.5%-45.5pp | 68.1%-37.0pp |
| Annual return | 11.80% | 19.08%-7.3pp | 23.20%-11.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,109 | $4,220-26.3% | $5,076-38.7% | $4,126-24.6% |
| Admin fee / account holder | $1,302 | $9,168-85.8% | $11,957-89.1% | $7,339-82.3% |