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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 | $94,436-3.6% | $115,599-21.3% | $82,637+10.1% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.3%-27.2pp | 68.1%-21.0pp |
| Annual return | 10.33% | 18.37%-8.0pp | 111.10%-100.8pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,203 | $3,955-44.3% | $4,889-54.9% | $4,126-46.6% |
| Admin fee / account holder | $24,212 | $10,328+134.4% | $12,841+88.6% | $7,339+229.9% |