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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 | $113,966 | $74,535+52.9% | $100,712+13.2% | $82,637+37.9% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 10.91% | 18.92%-8.0pp | 33.27%-22.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,439 | $3,074+44.4% | $4,085+8.7% | $4,126+7.6% |
| Admin fee / account holder | $20,571 | $6,576+212.8% | $9,256+122.2% | $7,339+180.3% |