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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 | $81,196 | $64,359+26.2% | $90,161-9.9% | $70,124+15.8% |
| Participation rate | 65.6% | 70.4%-4.8pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 12.93% | 28.13%-15.2pp | 34.89%-22.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,619 | $4,389-17.5% | $5,287-31.6% | $3,332+8.6% |
| Admin fee / account holder | $4,295 | $3,945+8.9% | $5,943-27.7% | $4,645-7.5% |