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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 | $138,455 | $117,846+17.5% | $102,434+35.2% | $145,884-5.1% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 5.36% | 31.90%-26.5pp | 29.46%-24.1pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,280 | $5,733-7.9% | $5,055+4.4% | $6,690-21.1% |
| Admin fee / account holder | $11,636 | $13,356-12.9% | $9,462+23.0% | $13,392-13.1% |