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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 | $102,499 | $88,360+16.0% | $145,433-29.5% | $67,986+50.8% |
| Participation rate | 26.1% | 65.5%-39.3pp | 82.1%-56.0pp | 57.2%-31.1pp |
| Annual return | 13.53% | 63.15%-49.6pp | 66.58%-53.0pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,149 | $5,932-13.2% | $7,897-34.8% | $3,358+53.3% |
| Admin fee / account holder | $8,893 | $3,313+168.4% | $13,129-32.3% | $3,203+177.6% |