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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 | $91,032 | $118,467-23.2% | $98,450-7.5% | $139,456-34.7% |
| Participation rate | 53.3% | 77.5%-24.1pp | 75.2%-21.8pp | 80.3%-27.0pp |
| Annual return | 7.80% | 18.95%-11.1pp | 21.16%-13.4pp | 373.45%-365.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,503 | $5,393-72.1% | $4,739-68.3% | $6,711-77.6% |
| Admin fee / account holder | $58,030 | $14,057+312.8% | $8,961+547.5% | $11,407+408.7% |