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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 | $106,299 | $145,431-26.9% | $211,142-49.7% | $87,485+21.5% |
| Participation rate | 43.5% | 84.7%-41.3pp | 87.3%-43.8pp | 68.9%-25.5pp |
| Annual return | 11.66% | 27.21%-15.5pp | 46.84%-35.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,136 | $6,859-39.7% | $9,284-55.4% | $4,274-3.2% |
| Admin fee / account holder | $15,188 | $17,052-10.9% | $19,076-20.4% | $7,775+95.4% |