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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 | $86,497 | $76,407+13.2% | $150,298-42.4% | $82,448+4.9% |
| Participation rate | 31.9% | 66.4%-34.5pp | 77.8%-45.8pp | 68.1%-36.2pp |
| Annual return | 12.12% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,650 | $3,214-17.6% | $5,453-51.4% | $4,139-36.0% |
| Admin fee / account holder | $7,333 | $6,352+15.4% | $14,116-48.0% | $7,234+1.4% |