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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 | $57,533 | $78,197-26.4% | $98,090-41.3% | $82,637-30.4% |
| Participation rate | 66.7% | 77.5%-10.8pp | 81.5%-14.9pp | 68.1%-1.4pp |
| Annual return | 11.21% | 40.25%-29.0pp | 37.05%-25.8pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,093 | $6,636-38.3% | $7,845-47.8% | $4,126-0.8% |
| Admin fee / account holder | $8,352 | $14,832-43.7% | $11,815-29.3% | $7,339+13.8% |