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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 | $98,525 | $94,031+4.8% | $115,768-14.9% | $82,448+19.5% |
| Participation rate | 57.6% | 70.4%-12.8pp | 74.4%-16.8pp | 68.1%-10.5pp |
| Annual return | 11.65% | 20.61%-9.0pp | 100.46%-88.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,044 | $3,972-23.4% | $4,917-38.1% | $4,139-26.5% |
| Admin fee / account holder | $7,373 | $10,249-28.1% | $12,439-40.7% | $7,234+1.9% |