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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 | $80,674+5.8% | $119,126-28.4% | $64,340+32.6% |
| Participation rate | 47.3% | 55.2%-7.9pp | 75.8%-28.4pp | 55.2%-7.9pp |
| Annual return | 10.91% | 26.86%-16.0pp | 282.11%-271.2pp | 24.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,413 | $3,053+11.8% | $5,318-35.8% | $2,980+14.5% |
| Admin fee / account holder | $13,727 | $4,559+201.1% | $10,693+28.4% | $3,703+270.7% |