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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 | $116,677 | $95,453+22.2% | $112,040+4.1% | $82,448+41.5% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.5%-41.2pp | 68.1%-32.8pp |
| Annual return | 9.95% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,947 | $4,224-30.2% | $5,098-42.2% | $4,139-28.8% |
| Admin fee / account holder | $25,066 | $9,013+178.1% | $12,098+107.2% | $7,234+246.5% |