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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 | $86,044 | $98,776-12.9% | $149,745-42.5% | $79,856+7.7% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.7pp |
| Annual return | 11.29% | 27.38%-16.1pp | 276.72%-265.4pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,599 | $5,681+69.0% | $6,843+40.3% | $3,741+156.6% |
| Admin fee / account holder | $8,459 | $6,053+39.8% | $9,312-9.2% | $5,306+59.4% |