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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 | $90,910 | $78,670+15.6% | $109,173-16.7% | $85,847+5.9% |
| Participation rate | 37.1% | 68.3%-31.1pp | 75.9%-38.7pp | 69.3%-32.2pp |
| Annual return | 11.00% | 25.09%-14.1pp | 25.75%-14.8pp | 318.61%-307.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,908 | $3,467-45.0% | $4,654-59.0% | $3,952-51.7% |
| Admin fee / account holder | $5,219 | $5,469-4.6% | $6,755-22.7% | $6,261-16.6% |