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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 | $97,648+0.9% | $121,663-19.0% | $87,485+12.6% |
| Participation rate | 57.6% | 70.5%-12.9pp | 74.5%-16.9pp | 68.9%-11.3pp |
| Annual return | 11.65% | 18.03%-6.4pp | 147.54%-135.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,044 | $3,923-22.4% | $4,887-37.7% | $4,274-28.8% |
| Admin fee / account holder | $7,373 | $11,100-33.6% | $14,289-48.4% | $7,775-5.2% |