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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 | $81,888 | $78,672+4.1% | $109,163-25.0% | $85,856-4.6% |
| Participation rate | 57.3% | 68.3%-11.0pp | 75.9%-18.6pp | 69.3%-12.0pp |
| Annual return | 10.36% | 25.09%-14.7pp | 25.75%-15.4pp | 318.58%-308.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,553 | $3,467-26.4% | $4,654-45.1% | $3,952-35.4% |
| Admin fee / account holder | $1,521 | $5,470-72.2% | $6,754-77.5% | $6,261-75.7% |