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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 | $106,524+10.5% | $152,301-22.7% | $87,485+34.5% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.4%-25.8pp | 68.9%-12.3pp |
| Annual return | 9.11% | 26.89%-17.8pp | 80.50%-71.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,314 | $6,525-33.9% | $8,004-46.1% | $4,274+0.9% |
| Admin fee / account holder | $11,707 | $8,287+41.3% | $14,398-18.7% | $7,775+50.6% |