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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 | $91,269 | $76,407+19.5% | $150,298-39.3% | $82,448+10.7% |
| Participation rate | 52.6% | 66.4%-13.8pp | 77.8%-25.1pp | 68.1%-15.4pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,046 | $3,214-5.2% | $5,453-44.1% | $4,139-26.4% |
| Admin fee / account holder | $12,587 | $6,352+98.2% | $14,116-10.8% | $7,234+74.0% |