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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 | $89,064 | $93,598-4.8% | $135,974-34.5% | $75,173+18.5% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 14.51% | 30.89%-16.4pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,639 | $6,405+3.7% | $7,760-14.4% | $4,126+60.9% |
| Admin fee / account holder | $16,730 | $6,978+139.8% | $10,767+55.4% | $5,651+196.1% |