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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 | $102,553 | $136,860-25.1% | $120,344-14.8% | $154,746-33.7% |
| Participation rate | 64.3% | 79.9%-15.6pp | 76.7%-12.4pp | 80.7%-16.4pp |
| Annual return | 7.98% | 21.38%-13.4pp | 20.30%-12.3pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,762 | $5,793-52.3% | $5,135-46.2% | $6,730-59.0% |
| Admin fee / account holder | $2,424 | $15,393-84.3% | $12,742-81.0% | $14,365-83.1% |