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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 | $97,099 | $182,442-46.8% | $163,379-40.6% | $138,895-30.1% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.8%-49.5pp | 79.9%-52.6pp |
| Annual return | 9.26% | 72.74%-63.5pp | 63.41%-54.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,542 | $6,817-62.7% | $6,282-59.5% | $6,396-60.3% |
| Admin fee / account holder | $31,007 | $10,396+198.3% | $9,818+215.8% | $12,562+146.8% |