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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 | $96,780 | $95,404+1.4% | $113,397-14.7% | $82,637+17.1% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.5%-34.2pp | 68.1%-25.7pp |
| Annual return | 12.13% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,407 | $4,220+4.4% | $5,076-13.2% | $4,126+6.8% |
| Admin fee / account holder | $1,236 | $9,168-86.5% | $11,957-89.7% | $7,339-83.2% |