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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 | $67,923 | $61,125+11.1% | $94,057-27.8% | $87,485-22.4% |
| Participation rate | 21.9% | 64.1%-42.2pp | 73.3%-51.5pp | 68.9%-47.1pp |
| Annual return | 11.71% | 35.20%-23.5pp | 480.62%-468.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,108 | $3,260-66.0% | $4,709-76.5% | $4,274-74.1% |
| Admin fee / account holder | $3,285 | $5,629-41.6% | $7,244-54.7% | $7,775-57.8% |