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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 | $89,285 | $77,472+15.2% | $100,392-11.1% | $80,935+10.3% |
| Participation rate | 43.9% | 76.9%-33.0pp | 81.5%-37.6pp | 67.7%-23.8pp |
| Annual return | 11.42% | 37.26%-25.8pp | 49.45%-38.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,749 | $6,818-45.0% | $8,090-53.7% | $4,299-12.8% |
| Admin fee / account holder | $2,611 | $5,885-55.6% | $7,904-67.0% | $6,924-62.3% |