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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 | $97,732 | $86,919+12.4% | $102,457-4.6% | $80,911+20.8% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.6%-6.5pp |
| Annual return | 7.34% | 18.90%-11.6pp | 29.41%-22.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,883 | $4,119-30.0% | $5,054-43.0% | $4,297-32.9% |
| Admin fee / account holder | $34,993 | $8,049+334.7% | $9,451+270.2% | $6,935+404.6% |