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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 | $104,252 | $77,460+34.6% | $100,378+3.9% | $80,925+28.8% |
| Participation rate | 42.9% | 76.9%-34.1pp | 81.5%-38.7pp | 67.7%-24.8pp |
| Annual return | 10.37% | 37.24%-26.9pp | 49.41%-39.0pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,889 | $6,818-57.6% | $8,087-64.3% | $4,299-32.8% |
| Admin fee / account holder | $17,588 | $5,887+198.8% | $7,899+122.7% | $6,940+153.4% |