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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 | $107,421+9.5% | $182,262-35.4% | $94,015+25.2% |
| Participation rate | 56.7% | 77.8%-21.1pp | 84.2%-27.5pp | 70.8%-14.2pp |
| Annual return | 9.11% | 21.32%-12.2pp | 140.60%-131.5pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,314 | $6,558-34.2% | $8,276-47.9% | $4,249+1.5% |
| Admin fee / account holder | $11,707 | $8,692+34.7% | $16,712-29.9% | $8,951+30.8% |