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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 | $97,648+15.6% | $121,663-7.2% | $87,485+29.0% |
| Participation rate | 34.4% | 70.5%-36.1pp | 74.5%-40.1pp | 68.9%-34.6pp |
| Annual return | 8.98% | 18.03%-9.0pp | 147.54%-138.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,250 | $3,923-42.7% | $4,887-54.0% | $4,274-47.4% |
| Admin fee / account holder | $3,838 | $11,100-65.4% | $14,289-73.1% | $7,775-50.6% |