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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 | $79,358 | $172,111-53.9% | $150,298-47.2% | $137,256-42.2% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 6.20% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,385 | $6,166-28.9% | $5,453-19.6% | $6,407-31.6% |
| Admin fee / account holder | $45,259 | $16,471+174.8% | $14,116+220.6% | $12,270+268.9% |