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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 | $82,930 | $76,834+7.9% | $108,359-23.5% | $87,485-5.2% |
| Participation rate | 54.1% | 61.7%-7.7pp | 70.1%-16.1pp | 68.9%-14.9pp |
| Annual return | 10.85% | 19.09%-8.2pp | 36.89%-26.0pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,510 | $3,100+13.2% | $4,137-15.2% | $4,274-17.9% |
| Admin fee / account holder | $14,785 | $6,537+126.2% | $9,741+51.8% | $7,775+90.2% |