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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 | $86,922+8.8% | $102,438-7.7% | $80,874+16.9% |
| Participation rate | 21.3% | 72.4%-51.1pp | 76.5%-55.2pp | 67.6%-46.4pp |
| Annual return | 9.90% | 18.90%-9.0pp | 29.37%-19.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,803 | $4,119-31.9% | $5,054-44.5% | $4,297-34.8% |
| Admin fee / account holder | $1,309 | $8,050-83.7% | $9,448-86.1% | $6,935-81.1% |