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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 | $87,992 | $100,203-12.2% | $85,240+3.2% | $145,897-39.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 2.86% | 84.28%-81.4pp | 66.75%-63.9pp | 552.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,050 | $5,299+33.1% | $4,527+55.7% | $6,689+5.4% |
| Admin fee / account holder | $6,497 | $7,265-10.6% | $6,165+5.4% | $13,390-51.5% |