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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 | $77,667 | $106,280-26.9% | $96,538-19.5% | $139,487-44.3% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 7.43% | 38.48%-31.0pp | 35.74%-28.3pp | 373.84%-366.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,284 | $5,457-21.5% | $4,880-12.2% | $6,713-36.2% |
| Admin fee / account holder | $3,075 | $7,888-61.0% | $6,737-54.4% | $11,407-73.0% |