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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 | $86,919-19.7% | $102,457-31.9% | $80,911-13.8% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.6%-25.7pp |
| Annual return | 10.30% | 18.90%-8.6pp | 29.41%-19.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,381 | $4,119+6.3% | $5,054-13.3% | $4,297+1.9% |
| Admin fee / account holder | $9,342 | $8,049+16.1% | $9,451-1.2% | $6,935+34.7% |