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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 | $97,160 | $76,834+26.5% | $108,359-10.3% | $87,485+11.1% |
| Participation rate | 26.7% | 61.7%-35.1pp | 70.1%-43.5pp | 68.9%-42.3pp |
| Annual return | 10.36% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,270 | $3,100-59.0% | $4,137-69.3% | $4,274-70.3% |
| Admin fee / account holder | $5,924 | $6,537-9.4% | $9,741-39.2% | $7,775-23.8% |