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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 | $106,524+4.8% | $152,301-26.7% | $87,485+27.6% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.4%-13.2pp | 68.9%+0.3pp |
| Annual return | 12.52% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,813 | $6,525-26.2% | $8,004-39.9% | $4,274+12.6% |
| Admin fee / account holder | $6,256 | $8,287-24.5% | $14,398-56.6% | $7,775-19.5% |