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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 | $90,591 | $86,919+4.2% | $102,457-11.6% | $80,911+12.0% |
| Participation rate | 18.9% | 72.4%-53.5pp | 76.5%-57.6pp | 67.6%-48.7pp |
| Annual return | 6.26% | 18.90%-12.6pp | 29.41%-23.1pp | 35.63%-29.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,041 | $4,119-26.2% | $5,054-39.8% | $4,297-29.2% |
| Admin fee / account holder | $30,458 | $8,049+278.4% | $9,451+222.3% | $6,935+339.2% |