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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 | $90,141 | $76,407+18.0% | $150,298-40.0% | $82,448+9.3% |
| Participation rate | 27.1% | 66.4%-39.3pp | 77.8%-50.6pp | 68.1%-40.9pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $998 | $3,214-68.9% | $5,453-81.7% | $4,139-75.9% |
| Admin fee / account holder | $5,312 | $6,352-16.4% | $14,116-62.4% | $7,234-26.6% |