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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 | $91,670 | $91,559+0.1% | $133,978-31.6% | $79,856+14.8% |
| Participation rate | 17.2% | 73.3%-56.2pp | 79.8%-62.7pp | 69.6%-52.5pp |
| Annual return | 8.98% | 61.85%-52.9pp | 45.10%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,869 | $3,734-49.9% | $5,047-63.0% | $3,741-50.0% |
| Admin fee / account holder | $5,770 | $6,321-8.7% | $8,930-35.4% | $5,306+8.7% |