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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 | $85,645 | $86,949-1.5% | $102,460-16.4% | $80,959+5.8% |
| Participation rate | 43.2% | 72.4%-29.1pp | 76.5%-33.3pp | 67.7%-24.4pp |
| Annual return | 8.94% | 18.89%-10.0pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,950 | $4,121-4.2% | $5,056-21.9% | $4,300-8.2% |
| Admin fee / account holder | $1,541 | $8,048-80.9% | $9,460-83.7% | $6,925-77.8% |