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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 | $86,940+4.2% | $102,434-11.6% | $80,935+11.9% |
| Participation rate | 18.9% | 72.4%-53.5pp | 76.5%-57.6pp | 67.7%-48.7pp |
| Annual return | 6.26% | 18.89%-12.6pp | 29.46%-23.2pp | 35.66%-29.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,041 | $4,121-26.2% | $5,055-39.8% | $4,299-29.3% |
| Admin fee / account holder | $30,458 | $8,047+278.5% | $9,462+221.9% | $6,924+339.9% |