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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 | $96,731+10.8% | $123,973-13.6% | $86,983+23.2% |
| Participation rate | 61.0% | 70.0%-9.0pp | 76.7%-15.7pp | 69.5%-8.6pp |
| Annual return | 10.74% | 17.33%-6.6pp | 388.13%-377.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,394 | $4,152-18.3% | $5,247-35.3% | $4,194-19.1% |
| Admin fee / account holder | $7,446 | $8,722-14.6% | $11,799-36.9% | $7,856-5.2% |