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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 | $55,168 | $155,555-64.5% | $146,866-62.4% | $155,188-64.5% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.5%-13.8pp | 80.8%-12.1pp |
| Annual return | 10.45% | 115.41%-105.0pp | 102.85%-92.4pp | 148.84%-138.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,224 | $8,044-10.2% | $7,759-6.9% | $6,531+10.6% |
| Admin fee / account holder | $4,545 | $14,755-69.2% | $13,620-66.6% | $14,480-68.6% |