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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 | $89,905 | $106,864-15.9% | $147,318-39.0% | $82,637+8.8% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.1%-14.2pp | 68.1%-0.2pp |
| Annual return | 6.88% | 27.49%-20.6pp | 70.43%-63.6pp | 53.51%-46.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,256 | $6,496+27.1% | $7,906+4.4% | $4,126+100.1% |
| Admin fee / account holder | $122,353 | $8,415+1354.0% | $13,708+792.6% | $7,339+1567.2% |