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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 | $96,994 | $72,492+33.8% | $87,104+11.4% | $72,975+32.9% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.9%-45.6pp | 69.5%-38.2pp |
| Annual return | 14.64% | 24.46%-9.8pp | 28.19%-13.6pp | 81.01%-66.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,051 | $3,270-37.3% | $4,048-49.3% | $3,608-43.2% |
| Admin fee / account holder | $14,704 | $5,055+190.9% | $7,491+96.3% | $5,124+187.0% |