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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 | $60,721 | $73,978-17.9% | $96,515-37.1% | $75,173-19.2% |
| Participation rate | 60.9% | 66.4%-5.6pp | 74.3%-13.5pp | 67.2%-6.3pp |
| Annual return | 12.62% | 26.72%-14.1pp | 35.73%-23.1pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,747 | $3,660-52.3% | $4,880-64.2% | $4,126-57.7% |
| Admin fee / account holder | $5,384 | $5,219+3.2% | $6,735-20.1% | $5,651-4.7% |