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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 | $99,685 | $76,551+30.2% | $123,894-19.5% | $62,881+58.5% |
| Participation rate | 63.5% | 73.0%-9.5pp | 81.4%-17.9pp | 69.3%-5.8pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,029 | $4,840-16.8% | $5,984-32.7% | $3,203+25.8% |
| Admin fee / account holder | $4,013 | $4,826-16.8% | $8,357-52.0% | $4,296-6.6% |