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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 | $101,161 | $94,031+7.6% | $115,768-12.6% | $82,448+22.7% |
| Participation rate | 57.0% | 70.4%-13.5pp | 74.4%-17.4pp | 68.1%-11.1pp |
| Annual return | 12.15% | 20.61%-8.5pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,273 | $3,972-42.8% | $4,917-53.8% | $4,139-45.1% |
| Admin fee / account holder | $6,861 | $10,249-33.1% | $12,439-44.8% | $7,234-5.2% |