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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 | $77,918 | $93,589-16.7% | $135,942-42.7% | $75,181+3.6% |
| Participation rate | 44.4% | 75.2%-30.7pp | 81.9%-37.5pp | 67.2%-22.8pp |
| Annual return | 15.07% | 30.90%-15.8pp | 68.28%-53.2pp | 160.69%-145.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,254 | $6,405-18.0% | $7,759-32.3% | $4,126+27.4% |
| Admin fee / account holder | $3,645 | $6,977-47.8% | $10,764-66.1% | $5,650-35.5% |