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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 | $93,195 | $98,766-5.6% | $149,730-37.8% | $79,852+16.7% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.5%-27.9pp | 69.6%-15.1pp |
| Annual return | 3.71% | 27.43%-23.7pp | 276.70%-273.0pp | 31.72%-28.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,596 | $5,681-1.5% | $6,843-18.2% | $3,740+49.6% |
| Admin fee / account holder | $25,249 | $6,052+317.2% | $9,310+171.2% | $5,306+375.8% |