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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 | $75,402 | $100,003-24.6% | $146,685-48.6% | $85,856-12.2% |
| Participation rate | 61.4% | 73.1%-11.7pp | 80.1%-18.7pp | 69.3%-7.9pp |
| Annual return | 11.03% | 18.93%-7.9pp | 22.75%-11.7pp | 318.58%-307.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,774 | $4,006-5.8% | $5,507-31.5% | $3,952-4.5% |
| Admin fee / account holder | $12,253 | $7,704+59.0% | $10,281+19.2% | $6,261+95.7% |