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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 | $71,426 | $79,449-10.1% | $189,558-62.3% | $85,856-16.8% |
| Participation rate | 52.0% | 66.0%-14.0pp | 78.5%-26.5pp | 69.3%-17.3pp |
| Annual return | 11.07% | 18.45%-7.4pp | 64.19%-53.1pp | 318.58%-307.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,665 | $4,051+15.1% | $6,174-24.4% | $3,952+18.0% |
| Admin fee / account holder | $3,525 | $5,377-34.5% | $9,809-64.1% | $6,261-43.7% |