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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 | $86,940+12.4% | $102,434-4.6% | $80,935+20.8% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.7%-6.6pp |
| Annual return | 7.34% | 18.89%-11.6pp | 29.46%-22.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,883 | $4,121-30.0% | $5,055-43.0% | $4,299-32.9% |
| Admin fee / account holder | $34,993 | $8,047+334.9% | $9,462+269.8% | $6,924+405.4% |