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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 | $96,005 | $95,453+0.6% | $112,040-14.3% | $82,448+16.4% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.5%-32.0pp | 68.1%-23.6pp |
| Annual return | 5.84% | 23.92%-18.1pp | 24.52%-18.7pp | 41.64%-35.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,890 | $4,224-31.6% | $5,098-43.3% | $4,139-30.2% |
| Admin fee / account holder | $14,852 | $9,013+64.8% | $12,098+22.8% | $7,234+105.3% |