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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 | $88,563 | $95,383-7.2% | $185,837-52.3% | $85,856+3.2% |
| Participation rate | 53.2% | 68.8%-15.5pp | 81.7%-28.5pp | 69.3%-16.1pp |
| Annual return | 10.46% | 23.59%-13.1pp | 122.08%-111.6pp | 318.58%-308.1pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,947 | $3,423-43.1% | $5,568-65.0% | $3,952-50.7% |
| Admin fee / account holder | $4,887 | $7,213-32.3% | $16,241-69.9% | $6,261-21.9% |