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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 | $78,338 | $79,955-2.0% | $98,450-20.4% | $75,181+4.2% |
| Participation rate | 53.8% | 70.4%-16.5pp | 75.2%-21.3pp | 67.2%-13.4pp |
| Annual return | 9.78% | 19.75%-10.0pp | 21.16%-11.4pp | 160.69%-150.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,858 | $3,752-50.5% | $4,739-60.8% | $4,126-55.0% |
| Admin fee / account holder | $13,686 | $6,841+100.1% | $8,961+52.7% | $5,650+142.2% |