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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 | $93,013 | $87,132+6.7% | $105,624-11.9% | $80,959+14.9% |
| Participation rate | 63.7% | 70.4%-6.7pp | 75.3%-11.5pp | 67.7%-3.9pp |
| Annual return | 9.55% | 17.03%-7.5pp | 116.20%-106.7pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,069 | $3,985-23.0% | $5,013-38.8% | $4,300-28.6% |
| Admin fee / account holder | $15,434 | $8,449+82.7% | $10,961+40.8% | $6,925+122.9% |