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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 | $74,281 | $136,860-45.7% | $120,344-38.3% | $154,746-52.0% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 1.12% | 21.38%-20.3pp | 20.30%-19.2pp | 172.34%-171.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,346 | $5,793-42.2% | $5,135-34.8% | $6,730-50.3% |
| Admin fee / account holder | $41,088 | $15,393+166.9% | $12,742+222.5% | $14,365+186.0% |