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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 | $88,823 | $81,487+9.0% | $102,412-13.3% | $80,935+9.7% |
| Participation rate | 29.6% | 66.8%-37.2pp | 74.5%-44.9pp | 67.7%-38.0pp |
| Annual return | 10.13% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,633 | $3,871-57.8% | $5,060-67.7% | $4,299-62.0% |
| Admin fee / account holder | $14,069 | $6,717+109.4% | $8,388+67.7% | $6,924+103.2% |