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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 | $104,590 | $87,060+20.1% | $105,591-0.9% | $80,911+29.3% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.6%-5.1pp |
| Annual return | 8.65% | 17.05%-8.4pp | 116.43%-107.8pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,532 | $3,986-11.4% | $5,008-29.5% | $4,297-17.8% |
| Admin fee / account holder | $3,597 | $8,442-57.4% | $11,024-67.4% | $6,935-48.1% |