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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 | $99,875+17.8% | $146,866-19.9% | $86,983+35.3% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.5%-12.9pp |
| Annual return | 9.11% | 28.10%-19.0pp | 102.85%-93.7pp | 25.83%-16.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,314 | $6,322-31.8% | $7,759-44.4% | $4,194+2.9% |
| Admin fee / account holder | $11,707 | $7,838+49.4% | $13,620-14.0% | $7,856+49.0% |