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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 | $97,390 | $87,132+11.8% | $105,624-7.8% | $80,959+20.3% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 8.26% | 17.03%-8.8pp | 116.20%-107.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,586 | $3,985-35.1% | $5,013-48.4% | $4,300-39.9% |
| Admin fee / account holder | $41,052 | $8,449+385.9% | $10,961+274.5% | $6,925+492.8% |