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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 | $101,672 | $86,938+16.9% | $102,423-0.7% | $80,925+25.6% |
| Participation rate | 63.2% | 72.4%-9.1pp | 76.5%-13.3pp | 67.7%-4.4pp |
| Annual return | 8.73% | 18.89%-10.2pp | 29.42%-20.7pp | 35.65%-26.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,815 | $4,120-7.4% | $5,054-24.5% | $4,299-11.2% |
| Admin fee / account holder | $11,315 | $8,053+40.5% | $9,455+19.7% | $6,940+63.0% |