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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 | $62,577 | $99,875-37.3% | $146,866-57.4% | $86,983-28.1% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.5%-25.5pp |
| Annual return | 12.67% | 28.10%-15.4pp | 102.85%-90.2pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,077 | $6,322-35.5% | $7,759-47.5% | $4,194-2.8% |
| Admin fee / account holder | $11,744 | $7,838+49.8% | $13,620-13.8% | $7,856+49.5% |