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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 | $84,008 | $57,828+45.3% | $117,039-28.2% | $70,124+19.8% |
| Participation rate | 66.7% | 67.1%-0.5pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 9.89% | 17.55%-7.7pp | 18.95%-9.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,677 | $2,438-31.2% | $3,929-57.3% | $3,332-49.7% |
| Admin fee / account holder | $5,578 | $3,548+57.2% | $5,974-6.6% | $4,645+20.1% |