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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 | $97,648-6.8% | $121,663-25.2% | $87,485+4.0% |
| Participation rate | 47.1% | 70.5%-23.4pp | 74.5%-27.4pp | 68.9%-21.9pp |
| Annual return | 10.33% | 18.03%-7.7pp | 147.54%-137.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,203 | $3,923-43.8% | $4,887-54.9% | $4,274-48.4% |
| Admin fee / account holder | $24,212 | $11,100+118.1% | $14,289+69.4% | $7,775+211.4% |