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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 | $124,720 | $117,846+5.8% | $102,434+21.8% | $145,884-14.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 5.72% | 31.90%-26.2pp | 29.46%-23.7pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,883 | $5,733+2.6% | $5,055+16.4% | $6,690-12.1% |
| Admin fee / account holder | $1,755 | $13,356-86.9% | $9,462-81.4% | $13,392-86.9% |