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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 | $98,763 | $104,251-5.3% | $91,004+8.5% | $147,586-33.1% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 4.24% | 27.06%-22.8pp | 4.60%-0.4pp | 578.59%-574.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,845 | $4,195-32.2% | $3,548-19.8% | $5,439-47.7% |
| Admin fee / account holder | $468 | $8,948-94.8% | $5,417-91.4% | $10,886-95.7% |