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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 | $100,419 | $72,273+38.9% | $101,275-0.8% | $79,856+25.8% |
| Participation rate | 59.1% | 68.5%-9.4pp | 75.8%-16.7pp | 69.6%-10.5pp |
| Annual return | 10.37% | 22.30%-11.9pp | 46.48%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,908 | $3,282-41.9% | $4,371-56.3% | $3,741-49.0% |
| Admin fee / account holder | $6,790 | $4,401+54.3% | $5,948+14.2% | $5,306+28.0% |