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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 | $82,328 | $57,828+42.4% | $117,039-29.7% | $70,126+17.4% |
| Participation rate | 54.8% | 67.1%-12.3pp | 77.2%-22.3pp | 69.5%-14.7pp |
| Annual return | 9.24% | 17.55%-8.3pp | 18.95%-9.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,304 | $2,438+35.5% | $3,929-15.9% | $3,332-0.8% |
| Admin fee / account holder | $528 | $3,548-85.1% | $5,974-91.2% | $4,645-88.6% |