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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 | $77,238 | $98,766-21.8% | $149,730-48.4% | $79,852-3.3% |
| Participation rate | 49.4% | 75.8%-26.4pp | 82.5%-33.1pp | 69.6%-20.3pp |
| Annual return | 11.19% | 27.43%-16.2pp | 276.70%-265.5pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,314 | $5,681-24.1% | $6,843-37.0% | $3,740+15.3% |
| Admin fee / account holder | $10,882 | $6,052+79.8% | $9,310+16.9% | $5,306+105.1% |