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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 | $111,660 | $107,421+3.9% | $182,262-38.7% | $94,015+18.8% |
| Participation rate | 69.2% | 77.8%-8.5pp | 84.2%-15.0pp | 70.8%-1.6pp |
| Annual return | 12.52% | 21.32%-8.8pp | 140.60%-128.1pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,813 | $6,558-26.6% | $8,276-41.8% | $4,249+13.3% |
| Admin fee / account holder | $6,256 | $8,692-28.0% | $16,712-62.6% | $8,951-30.1% |