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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 | $75,541+19.3% | $152,093-40.7% | $82,637+9.1% |
| Participation rate | 27.1% | 66.5%-39.4pp | 77.8%-50.6pp | 68.1%-40.9pp |
| Annual return | 12.83% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $998 | $3,206-68.9% | $5,451-81.7% | $4,126-75.8% |
| Admin fee / account holder | $5,312 | $6,405-17.1% | $14,497-63.4% | $7,339-27.6% |