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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 | $106,749+4.6% | $145,433-23.2% | $82,448+35.4% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,813 | $6,519-26.2% | $7,897-39.1% | $4,139+16.3% |
| Admin fee / account holder | $6,256 | $8,390-25.4% | $13,129-52.4% | $7,234-13.5% |