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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 | $82,930 | $73,787+12.4% | $98,716-16.0% | $82,448+0.6% |
| Participation rate | 54.1% | 61.4%-7.4pp | 69.3%-15.2pp | 68.1%-14.0pp |
| Annual return | 10.85% | 18.57%-7.7pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,510 | $3,081+13.9% | $4,048-13.3% | $4,139-15.2% |
| Admin fee / account holder | $14,785 | $6,500+127.5% | $8,703+69.9% | $7,234+104.4% |