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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 | $95,245 | $76,407+24.7% | $150,298-36.6% | $82,448+15.5% |
| Participation rate | 48.1% | 66.4%-18.2pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 12.02% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,848 | $3,214-11.4% | $5,453-47.8% | $4,139-31.2% |
| Admin fee / account holder | $21,297 | $6,352+235.3% | $14,116+50.9% | $7,234+194.4% |