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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 | $86,919+27.5% | $102,457+8.1% | $80,911+36.9% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.8pp |
| Annual return | 8.90% | 18.90%-10.0pp | 29.41%-20.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,473 | $4,119-40.0% | $5,054-51.1% | $4,297-42.4% |
| Admin fee / account holder | $5,933 | $8,049-26.3% | $9,451-37.2% | $6,935-14.4% |