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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 | $112,894 | $94,031+20.1% | $115,768-2.5% | $82,448+36.9% |
| Participation rate | 34.4% | 70.4%-36.0pp | 74.4%-40.0pp | 68.1%-33.7pp |
| Annual return | 8.98% | 20.61%-11.6pp | 100.46%-91.5pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,250 | $3,972-43.4% | $4,917-54.2% | $4,139-45.7% |
| Admin fee / account holder | $3,838 | $10,249-62.6% | $12,439-69.1% | $7,234-46.9% |