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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 | $91,497 | $101,798-10.1% | $165,071-44.6% | $80,935+13.0% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.7%0pp |
| Annual return | 9.83% | 16.73%-6.9pp | 70.17%-60.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,163 | $4,476-29.3% | $6,035-47.6% | $4,299-26.4% |
| Admin fee / account holder | $4,634 | $8,221-43.6% | $12,695-63.5% | $6,924-33.1% |