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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 | $81,085 | $76,834+5.5% | $108,359-25.2% | $87,485-7.3% |
| Participation rate | 57.9% | 61.7%-3.8pp | 70.1%-12.2pp | 68.9%-11.0pp |
| Annual return | 11.91% | 19.09%-7.2pp | 36.89%-25.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,483 | $3,100-52.2% | $4,137-64.2% | $4,274-65.3% |
| Admin fee / account holder | $15,413 | $6,537+135.8% | $9,741+58.2% | $7,775+98.2% |