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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 | $94,537 | $86,949+8.7% | $102,460-7.7% | $80,959+16.8% |
| Participation rate | 21.3% | 72.4%-51.1pp | 76.5%-55.2pp | 67.7%-46.4pp |
| Annual return | 9.90% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,803 | $4,121-32.0% | $5,056-44.6% | $4,300-34.8% |
| Admin fee / account holder | $1,309 | $8,048-83.7% | $9,460-86.2% | $6,925-81.1% |