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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 | $100,194+5.2% | $122,979-14.3% | $86,983+21.1% |
| Participation rate | 33.3% | 73.0%-39.6pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 5.89% | 16.47%-10.6pp | 20.12%-14.2pp | 25.83%-19.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,992 | $4,133-51.8% | $5,003-60.2% | $4,194-52.5% |
| Admin fee / account holder | $21,853 | $10,148+115.3% | $12,864+69.9% | $7,856+178.2% |