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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 | $108,985 | $81,276+34.1% | $155,574-29.9% | $80,925+34.7% |
| Participation rate | 55.9% | 66.2%-10.3pp | 78.2%-22.3pp | 67.7%-11.7pp |
| Annual return | 8.86% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,875 | $3,453+41.2% | $5,629-13.4% | $4,299+13.4% |
| Admin fee / account holder | $68,307 | $7,993+754.5% | $15,914+329.2% | $6,940+884.2% |