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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 | $73,673 | $117,846-37.5% | $102,434-28.1% | $145,884-49.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 6.17% | 31.90%-25.7pp | 29.46%-23.3pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,834 | $5,733-50.6% | $5,055-43.9% | $6,690-57.6% |
| Admin fee / account holder | $37,963 | $13,356+184.2% | $9,462+301.2% | $13,392+183.5% |