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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 | $83,103 | $87,059-4.5% | $105,608-21.3% | $80,925+2.7% |
| Participation rate | 53.6% | 70.4%-16.9pp | 75.3%-21.7pp | 67.7%-14.1pp |
| Annual return | 9.84% | 17.05%-7.2pp | 116.50%-106.7pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,341 | $2,396-44.0% | $3,167-57.7% | $2,756-51.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,174 | $8,443-62.4% | $11,028-71.2% | $6,940-54.3% |