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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 | $79,644 | $97,125-18.0% | $86,233-7.6% | $137,256-42.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.0%-46.8pp | 80.0%-57.7pp |
| Annual return | 8.92% | 74.19%-65.3pp | 61.39%-52.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,141 | $5,180-0.7% | $4,559+12.8% | $6,407-19.8% |
| Admin fee / account holder | $30,162 | $9,725+210.2% | $8,342+261.6% | $12,270+145.8% |