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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 | $124,578 | $124,980-0.3% | $108,359+15.0% | $154,746-19.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 4.29% | 45.00%-40.7pp | 36.89%-32.6pp | 172.34%-168.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,270 | $4,743-73.2% | $4,137-69.3% | $6,730-81.1% |
| Admin fee / account holder | $912 | $11,502-92.1% | $9,741-90.6% | $14,365-93.7% |