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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 | $96,344 | $110,278-12.6% | $95,740+0.6% | $139,466-30.9% |
| Participation rate | 62.5% | 75.7%-13.2pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 6.62% | 27.19%-20.6pp | 28.41%-21.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,698 | $4,674+0.5% | $4,244+10.7% | $6,712-30.0% |
| Admin fee / account holder | $61,169 | $6,613+824.9% | $5,676+977.6% | $11,409+436.2% |