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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 | $115,674 | $106,524+8.6% | $152,301-24.0% | $87,485+32.2% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.4%-30.4pp | 68.9%-16.9pp |
| Annual return | 4.28% | 26.89%-22.6pp | 80.50%-76.2pp | 26.06%-21.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,607 | $6,525+1.3% | $8,004-17.4% | $4,274+54.6% |
| Admin fee / account holder | $5,443 | $8,287-34.3% | $14,398-62.2% | $7,775-30.0% |