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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 | $77,957 | $86,922-10.3% | $102,438-23.9% | $80,874-3.6% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-4.9pp |
| Annual return | 9.25% | 18.90%-9.6pp | 29.37%-20.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,784 | $4,119-8.1% | $5,054-25.1% | $4,297-11.9% |
| Admin fee / account holder | $18,941 | $8,050+135.3% | $9,448+100.5% | $6,935+173.1% |