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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 | $65,213 | $93,617-30.3% | $135,982-52.0% | $75,177-13.3% |
| Participation rate | 64.4% | 75.2%-10.8pp | 81.9%-17.5pp | 67.2%-2.8pp |
| Annual return | 7.14% | 30.89%-23.7pp | 68.32%-61.2pp | 160.75%-153.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,899 | $6,406+54.5% | $7,760+27.6% | $4,126+139.9% |
| Admin fee / account holder | $570 | $6,980-91.8% | $10,767-94.7% | $5,651-89.9% |