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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 | $111,786 | $87,733+27.4% | $106,554+4.9% | $85,851+30.2% |
| Participation rate | 44.1% | 71.9%-27.8pp | 76.1%-32.0pp | 69.3%-25.2pp |
| Annual return | 10.93% | 21.86%-10.9pp | 26.80%-15.9pp | 318.63%-307.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,425 | $3,469-30.1% | $4,398-44.9% | $3,952-38.6% |
| Admin fee / account holder | $2,303 | $6,767-66.0% | $7,408-68.9% | $6,261-63.2% |