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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 | $115,372 | $81,331+41.9% | $155,534-25.8% | $80,935+42.5% |
| Participation rate | 28.1% | 66.3%-38.1pp | 78.2%-50.1pp | 67.7%-39.5pp |
| Annual return | 10.04% | 33.37%-23.3pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,138 | $3,454-38.1% | $5,630-62.0% | $4,299-50.3% |
| Admin fee / account holder | $9,471 | $7,999+18.4% | $15,900-40.4% | $6,924+36.8% |