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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 | $55,976 | $58,311-4.0% | $81,882-31.6% | $80,959-30.9% |
| Participation rate | 58.1% | 63.5%-5.3pp | 72.4%-14.2pp | 67.7%-9.5pp |
| Annual return | 10.72% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,766 | $3,287+14.6% | $4,323-12.9% | $4,300-12.4% |
| Admin fee / account holder | $3,729 | $4,752-21.5% | $7,360-49.3% | $6,925-46.1% |