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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 | $110,788 | $86,949+27.4% | $102,460+8.1% | $80,959+36.8% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.7%-11.8pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,473 | $4,121-40.0% | $5,056-51.1% | $4,300-42.5% |
| Admin fee / account holder | $5,933 | $8,048-26.3% | $9,460-37.3% | $6,925-14.3% |