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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 | $61,721 | $78,425-21.3% | $95,956-35.7% | $79,858-22.7% |
| Participation rate | 64.4% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.2pp |
| Annual return | 9.04% | 19.37%-10.3pp | 91.63%-82.6pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,431 | $3,440-29.3% | $4,167-41.6% | $3,740-35.0% |
| Admin fee / account holder | $14,910 | $5,622+165.2% | $6,797+119.4% | $5,306+181.0% |