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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 | $89,093 | $75,807+17.5% | $116,096-23.3% | $86,983+2.4% |
| Participation rate | 53.8% | 66.9%-13.0pp | 73.3%-19.5pp | 69.5%-15.7pp |
| Annual return | 8.42% | 18.57%-10.1pp | 326.25%-317.8pp | 25.83%-17.4pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,207 | $3,212+31.0% | $3,952+6.4% | $4,194+0.3% |
| Admin fee / account holder | $10,699 | $6,659+60.7% | $7,704+38.9% | $7,856+36.2% |