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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 | $85,957 | $82,133+4.7% | $147,318-41.7% | $64,097+34.1% |
| Participation rate | 12.4% | 62.3%-49.9pp | 82.1%-69.7pp | 55.2%-42.8pp |
| Annual return | 12.92% | 78.78%-65.9pp | 70.43%-57.5pp | 34.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,596 | $5,407-70.5% | $7,906-79.8% | $3,080-48.2% |
| Admin fee / account holder | $11,014 | $3,730+195.3% | $13,708-19.6% | $3,454+218.8% |