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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 | $111,933 | $86,949+28.7% | $102,460+9.2% | $80,959+38.3% |
| Participation rate | 24.0% | 72.4%-48.4pp | 76.5%-52.5pp | 67.7%-43.7pp |
| Annual return | 9.14% | 18.89%-9.8pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,087 | $4,121-49.4% | $5,056-58.7% | $4,300-51.5% |
| Admin fee / account holder | $4,465 | $8,048-44.5% | $9,460-52.8% | $6,925-35.5% |