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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 | $81,457+9.0% | $103,378-14.1% | $80,911+9.8% |
| Participation rate | 29.6% | 66.8%-37.2pp | 74.5%-44.9pp | 67.6%-38.0pp |
| Annual return | 10.13% | 25.58%-15.4pp | 24.91%-14.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,633 | $3,871-57.8% | $5,058-67.7% | $4,297-62.0% |
| Admin fee / account holder | $14,069 | $6,717+109.5% | $8,401+67.5% | $6,935+102.9% |