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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 | $62,360 | $72,012-13.4% | $185,827-66.4% | $79,858-21.9% |
| Participation rate | 62.5% | 65.8%-3.3pp | 78.0%-15.5pp | 69.6%-7.1pp |
| Annual return | 10.68% | 23.12%-12.4pp | 35.96%-25.3pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,779 | $3,779-26.4% | $5,633-50.7% | $3,740-25.7% |
| Admin fee / account holder | $7,239 | $4,513+60.4% | $9,502-23.8% | $5,306+36.4% |