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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 | $74,776 | $102,382-27.0% | $147,005-49.1% | $80,874-7.5% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.2%-22.5pp | 67.6%-8.0pp |
| Annual return | 3.53% | 134.89%-131.4pp | 418.76%-415.2pp | 35.62%-32.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,246 | $6,646+24.1% | $8,070+2.2% | $4,297+91.9% |
| Admin fee / account holder | $7,574 | $7,942-4.6% | $13,006-41.8% | $6,935+9.2% |