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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 | $72,064 | $117,829-38.8% | $102,423-29.6% | $145,877-50.6% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 8.10% | 31.83%-23.7pp | 29.42%-21.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,488 | $5,732-39.2% | $5,054-31.0% | $6,691-47.9% |
| Admin fee / account holder | $15,418 | $13,335+15.6% | $9,455+63.1% | $13,402+15.0% |