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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 | $88,214 | $97,550-9.6% | $120,344-26.7% | $87,485+0.8% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.7%-12.8pp | 68.9%-5.0pp |
| Annual return | 6.66% | 18.41%-11.8pp | 20.30%-13.6pp | 26.06%-19.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,693 | $4,230-36.3% | $5,135-47.6% | $4,274-37.0% |
| Admin fee / account holder | $14,164 | $9,543+48.4% | $12,742+11.2% | $7,775+82.2% |