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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 | $77,574+46.9% | $108,753+4.8% | $86,983+31.0% |
| Participation rate | 60.0% | 62.3%-2.3pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 10.91% | 18.42%-7.5pp | 37.47%-26.6pp | 25.83%-14.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,439 | $3,128+41.9% | $4,115+7.9% | $4,194+5.8% |
| Admin fee / account holder | $20,571 | $6,529+215.1% | $10,320+99.3% | $7,856+161.9% |