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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 | $99,426 | $101,798-2.3% | $165,071-39.8% | $80,935+22.8% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 2.56% | 16.73%-14.2pp | 70.17%-67.6pp | 35.66%-33.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,125 | $4,476+36.8% | $6,035+1.5% | $4,299+42.5% |
| Admin fee / account holder | $1,426 | $8,221-82.7% | $12,695-88.8% | $6,924-79.4% |