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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 | $63,111 | $95,415-33.9% | $185,851-66.0% | $85,851-26.5% |
| Participation rate | 67.3% | 68.8%-1.4pp | 81.7%-14.4pp | 69.3%-2.0pp |
| Annual return | 10.99% | 23.59%-12.6pp | 122.11%-111.1pp | 318.63%-307.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,145 | $3,424+79.5% | $5,569+10.4% | $3,952+55.5% |
| Admin fee / account holder | $13,955 | $7,215+93.4% | $16,245-14.1% | $6,261+122.9% |