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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 | $125,604 | $114,712+9.5% | $173,730-27.7% | $87,485+43.6% |
| Participation rate | 50.0% | 73.0%-23.0pp | 79.6%-29.6pp | 68.9%-18.9pp |
| Annual return | 10.60% | 20.18%-9.6pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,372 | $4,642-5.8% | $6,326-30.9% | $4,274+2.3% |
| Admin fee / account holder | $6,196 | $10,210-39.3% | $17,523-64.6% | $7,775-20.3% |