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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 | $86,249 | $71,208+21.1% | $93,681-7.9% | $80,911+6.6% |
| Participation rate | 22.9% | 60.4%-37.5pp | 68.7%-45.8pp | 67.6%-44.7pp |
| Annual return | 9.50% | 11.27%-1.8pp | 133.47%-124.0pp | 35.63%-26.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,731 | $4,035-57.1% | $4,415-60.8% | $4,297-59.7% |
| Admin fee / account holder | $2,083 | $6,951-70.0% | $8,290-74.9% | $6,935-70.0% |