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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 | $91,010 | $94,031-3.2% | $115,768-21.4% | $82,448+10.4% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.4%-27.3pp | 68.1%-21.0pp |
| Annual return | 10.33% | 20.61%-10.3pp | 100.46%-90.1pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,203 | $3,972-44.5% | $4,917-55.2% | $4,139-46.8% |
| Admin fee / account holder | $24,212 | $10,249+136.2% | $12,439+94.6% | $7,234+234.7% |