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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 | $107,305 | $91,760+16.9% | $156,181-31.3% | $67,986+57.8% |
| Participation rate | 35.6% | 65.0%-29.4pp | 78.8%-43.2pp | 57.2%-21.6pp |
| Annual return | 11.94% | 18.14%-6.2pp | 64.87%-52.9pp | 31.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,727 | $3,960-31.1% | $6,132-55.5% | $3,358-18.8% |
| Admin fee / account holder | $4,265 | $3,949+8.0% | $14,586-70.8% | $3,203+33.1% |