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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 | $70,066 | $78,520-10.8% | $96,576-27.5% | $82,448-15.0% |
| Participation rate | 55.9% | 77.7%-21.8pp | 81.4%-25.6pp | 68.1%-12.2pp |
| Annual return | 13.37% | 41.30%-27.9pp | 38.47%-25.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,379 | $6,754+24.1% | $7,956+5.3% | $4,139+102.4% |
| Admin fee / account holder | $35,090 | $13,455+160.8% | $11,381+208.3% | $7,234+385.1% |