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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 | $77,428 | $89,370-13.4% | $141,197-45.2% | $72,976+6.1% |
| Participation rate | 38.6% | 75.1%-36.5pp | 82.5%-43.8pp | 69.5%-30.9pp |
| Annual return | 15.10% | 111.88%-96.8pp | 71.41%-56.3pp | 81.02%-65.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,833 | $5,419-47.7% | $6,710-57.8% | $3,608-21.5% |
| Admin fee / account holder | $451 | $5,957-92.4% | $10,265-95.6% | $5,124-91.2% |