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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 | $104,877 | $107,421-2.4% | $182,262-42.5% | $94,015+11.6% |
| Participation rate | 63.0% | 77.8%-14.8pp | 84.2%-21.3pp | 70.8%-7.9pp |
| Annual return | 12.15% | 21.32%-9.2pp | 140.60%-128.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,104 | $6,558-52.7% | $8,276-62.5% | $4,249-27.0% |
| Admin fee / account holder | $6,119 | $8,692-29.6% | $16,712-63.4% | $8,951-31.6% |