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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 | $89,683 | $67,606+32.7% | $82,313+9.0% | $70,124+27.9% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 9.02% | 21.57%-12.5pp | 25.88%-16.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,003 | $2,987+0.5% | $3,706-19.0% | $3,332-9.9% |
| Admin fee / account holder | $15,913 | $4,512+252.7% | $5,608+183.8% | $4,645+242.5% |