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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 | $75,851 | $91,559-17.2% | $133,978-43.4% | $79,856-5.0% |
| Participation rate | 40.5% | 73.3%-32.8pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | 8.86% | 61.85%-53.0pp | 45.10%-36.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,906 | $3,734-48.9% | $5,047-62.2% | $3,741-49.0% |
| Admin fee / account holder | $20,626 | $6,321+226.3% | $8,930+131.0% | $5,306+288.7% |