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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 | $91,258 | $78,015+17.0% | $178,505-48.9% | $80,959+12.7% |
| Participation rate | 67.6% | 65.7%+1.9pp | 77.1%-9.6pp | 67.7%-0.1pp |
| Annual return | 9.44% | 18.10%-8.7pp | 27.16%-17.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,269 | $4,406-3.1% | $6,280-32.0% | $4,300-0.7% |
| Admin fee / account holder | $13,860 | $7,160+93.6% | $10,428+32.9% | $6,925+100.1% |