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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 | $105,006 | $86,940+20.8% | $102,434+2.5% | $80,935+29.7% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.4pp |
| Annual return | 8.13% | 18.89%-10.8pp | 29.46%-21.3pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,300 | $4,121-44.2% | $5,055-54.5% | $4,299-46.5% |
| Admin fee / account holder | $15,229 | $8,047+89.3% | $9,462+61.0% | $6,924+119.9% |