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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 | $107,168 | $89,259+20.1% | $107,1870% | $82,637+29.7% |
| Participation rate | 61.0% | 67.9%-7.0pp | 75.0%-14.0pp | 68.1%-7.1pp |
| Annual return | 10.74% | 21.02%-10.3pp | 204.55%-193.8pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,394 | $4,037-15.9% | $5,096-33.4% | $4,126-17.7% |
| Admin fee / account holder | $7,446 | $7,381+0.9% | $9,162-18.7% | $7,339+1.5% |