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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 | $100,314 | $161,352-37.8% | $134,172-25.2% | $137,256-26.9% |
| Participation rate | 58.8% | 78.3%-19.5pp | 72.5%-13.6pp | 80.0%-21.1pp |
| Annual return | 8.07% | 28.72%-20.6pp | 25.30%-17.2pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,702 | $5,552-51.3% | $4,690-42.4% | $6,407-57.8% |
| Admin fee / account holder | $11,662 | $15,028-22.4% | $12,016-2.9% | $12,270-5.0% |