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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 | $85,330 | $83,369+2.4% | $105,223-18.9% | $67,986+25.5% |
| Participation rate | 47.3% | 56.3%-9.0pp | 75.0%-27.7pp | 57.2%-9.9pp |
| Annual return | 10.91% | 24.64%-13.7pp | 180.65%-169.7pp | 31.67%-20.8pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,413 | $3,295+3.6% | $5,072-32.7% | $3,358+1.6% |
| Admin fee / account holder | $13,727 | $4,073+237.1% | $8,859+55.0% | $3,203+328.5% |