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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 | $87,106+11.8% | $105,607-7.8% | $80,935+20.3% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 8.26% | 17.01%-8.7pp | 116.11%-107.8pp | 35.66%-27.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,586 | $3,986-35.1% | $5,011-48.4% | $4,299-39.8% |
| Admin fee / account holder | $41,052 | $8,447+386.0% | $10,958+274.6% | $6,924+492.9% |