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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 | $109,979 | $64,462+70.6% | $81,482+35.0% | $80,911+35.9% |
| Participation rate | 36.1% | 63.9%-27.8pp | 69.5%-33.4pp | 67.6%-31.5pp |
| Annual return | 7.55% | 16.35%-8.8pp | 24.79%-17.2pp | 35.63%-28.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,059 | $3,094-65.8% | $3,885-72.7% | $4,297-75.4% |
| Admin fee / account holder | $10,071 | $5,678+77.4% | $5,761+74.8% | $6,935+45.2% |