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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 | $67,191 | $78,707-14.6% | $117,861-43.0% | $70,126-4.2% |
| Participation rate | 44.2% | 73.2%-29.0pp | 79.7%-35.5pp | 69.5%-25.4pp |
| Annual return | 11.59% | 23.30%-11.7pp | 335.11%-323.5pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,239 | $3,297-32.1% | $4,482-50.0% | $3,332-32.8% |
| Admin fee / account holder | $11,515 | $5,066+127.3% | $8,021+43.6% | $4,645+147.9% |