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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 | $97,276 | $60,442+60.9% | $96,754+0.5% | $87,485+11.2% |
| Participation rate | 42.7% | 58.7%-16.0pp | 70.3%-27.6pp | 68.9%-26.2pp |
| Annual return | 12.19% | 21.97%-9.8pp | 82.04%-69.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,973 | $3,280-39.9% | $4,758-58.5% | $4,274-53.8% |
| Admin fee / account holder | $6,055 | $5,069+19.4% | $8,905-32.0% | $7,775-22.1% |