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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 | $86,949-10.3% | $102,460-23.9% | $80,959-3.7% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-5.0pp |
| Annual return | 9.25% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,784 | $4,121-8.2% | $5,056-25.2% | $4,300-12.0% |
| Admin fee / account holder | $18,941 | $8,048+135.4% | $9,460+100.2% | $6,925+173.5% |