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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 | $77,513 | $90,400-14.3% | $186,193-58.4% | $87,485-11.4% |
| Participation rate | 56.3% | 66.2%-9.9pp | 77.1%-20.9pp | 68.9%-12.7pp |
| Annual return | 12.68% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,324 | $4,330+23.0% | $6,513-18.3% | $4,274+24.6% |
| Admin fee / account holder | $9,072 | $8,673+4.6% | $11,058-18.0% | $7,775+16.7% |