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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 | $69,774 | $86,949-19.8% | $102,460-31.9% | $80,959-13.8% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.7%-25.7pp |
| Annual return | 10.30% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,381 | $4,121+6.3% | $5,056-13.4% | $4,300+1.9% |
| Admin fee / account holder | $9,342 | $8,048+16.1% | $9,460-1.3% | $6,925+34.9% |