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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 | $92,158 | $117,895-21.8% | $102,460-10.1% | $145,897-36.8% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 7.75% | 31.92%-24.2pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,707 | $5,736-52.8% | $5,056-46.5% | $6,689-59.5% |
| Admin fee / account holder | $1,958 | $13,353-85.3% | $9,460-79.3% | $13,390-85.4% |