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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 | $97,057 | $93,598+3.7% | $135,974-28.6% | $75,173+29.1% |
| Participation rate | 44.4% | 75.2%-30.8pp | 81.9%-37.5pp | 67.2%-22.8pp |
| Annual return | 13.56% | 30.89%-17.3pp | 68.30%-54.7pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,803 | $6,405-56.2% | $7,760-63.9% | $4,126-32.1% |
| Admin fee / account holder | $29,914 | $6,978+328.7% | $10,767+177.8% | $5,651+429.4% |