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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 | $105,365 | $95,404+10.4% | $113,397-7.1% | $82,637+27.5% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 5.89% | 19.08%-13.2pp | 23.20%-17.3pp | 53.51%-47.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,992 | $4,220-52.8% | $5,076-60.8% | $4,126-51.7% |
| Admin fee / account holder | $21,853 | $9,168+138.4% | $11,957+82.8% | $7,339+197.8% |