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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 | $62,950 | $91,559-31.2% | $133,971-53.0% | $79,852-21.2% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 6.92% | 61.85%-54.9pp | 45.09%-38.2pp | 31.72%-24.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,577 | $3,734-31.0% | $5,047-48.9% | $3,740-31.1% |
| Admin fee / account holder | $1,414 | $6,321-77.6% | $8,929-84.2% | $5,306-73.4% |