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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 | $84,102 | $95,453-11.9% | $112,040-24.9% | $82,448+2.0% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 12.26% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,376 | $4,224-43.7% | $5,098-53.4% | $4,139-42.6% |
| Admin fee / account holder | $23,372 | $9,013+159.3% | $12,098+93.2% | $7,234+223.1% |