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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 | $87,929 | $88,672-0.8% | $105,223-16.4% | $82,448+6.6% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 12.10% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,153 | $4,036-46.7% | $5,072-57.6% | $4,139-48.0% |
| Admin fee / account holder | $609 | $7,146-91.5% | $8,859-93.1% | $7,234-91.6% |