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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 | $80,963 | $56,544+43.2% | $75,501+7.2% | $70,126+15.5% |
| Participation rate | 40.8% | 68.1%-27.3pp | 72.4%-31.5pp | 69.5%-28.7pp |
| Annual return | 11.62% | 23.59%-12.0pp | 27.35%-15.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,049 | $2,580-59.3% | $3,142-66.6% | $3,332-68.5% |
| Admin fee / account holder | $5,575 | $3,827+45.7% | $5,801-3.9% | $4,645+20.0% |