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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 | $117,677 | $106,749+10.2% | $145,433-19.1% | $82,448+42.7% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 9.11% | 27.59%-18.5pp | 66.58%-57.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,314 | $6,519-33.8% | $7,897-45.4% | $4,139+4.2% |
| Admin fee / account holder | $11,707 | $8,390+39.5% | $13,129-10.8% | $7,234+61.8% |