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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 | $82,495 | $72,027+14.5% | $185,861-55.6% | $79,856+3.3% |
| Participation rate | 45.0% | 65.8%-20.8pp | 78.0%-33.0pp | 69.6%-24.6pp |
| Annual return | 10.48% | 23.13%-12.6pp | 35.96%-25.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,074 | $3,780-18.7% | $5,634-45.4% | $3,741-17.8% |
| Admin fee / account holder | $5,850 | $4,513+29.6% | $9,503-38.4% | $5,306+10.2% |