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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 | $97,550-1.6% | $120,344-20.2% | $87,485+9.7% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.7%-32.3pp | 68.9%-24.5pp |
| Annual return | 5.84% | 18.41%-12.6pp | 20.30%-14.5pp | 26.06%-20.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,890 | $4,230-31.7% | $5,135-43.7% | $4,274-32.4% |
| Admin fee / account holder | $14,852 | $9,543+55.6% | $12,742+16.6% | $7,775+91.0% |