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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 | $81,371 | $80,748+0.8% | $102,383-20.5% | $74,429+9.3% |
| Participation rate | 45.6% | 65.7%-20.1pp | 74.5%-28.9pp | 67.2%-21.6pp |
| Annual return | 7.86% | 27.57%-19.7pp | 24.94%-17.1pp | 1368.38%-1360.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,966 | $3,861-23.2% | $5,060-41.4% | $4,348-31.8% |
| Admin fee / account holder | $3,490 | $2,371+47.2% | $8,391-58.4% | $1,944+79.5% |