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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 | $116,523 | $91,760+27.0% | $156,181-25.4% | $67,986+71.4% |
| Participation rate | 58.3% | 65.0%-6.7pp | 78.8%-20.5pp | 57.2%+1.1pp |
| Annual return | 11.75% | 18.14%-6.4pp | 64.87%-53.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,268 | $3,960-42.7% | $6,132-63.0% | $3,358-32.5% |
| Admin fee / account holder | $12,161 | $3,949+208.0% | $14,586-16.6% | $3,203+279.7% |