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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 | $84,433 | $64,359+31.2% | $90,161-6.4% | $70,126+20.4% |
| Participation rate | 65.4% | 70.4%-5.0pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 10.30% | 28.13%-17.8pp | 34.89%-24.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,554 | $4,389-19.0% | $5,287-32.8% | $3,332+6.7% |
| Admin fee / account holder | $14,263 | $3,945+261.5% | $5,943+140.0% | $4,645+207.0% |