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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 | $76,840 | $201,344-61.8% | $184,243-58.3% | $145,877-47.3% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 7.37% | 29.01%-21.6pp | 28.82%-21.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,504 | $9,807-64.3% | $9,132-61.6% | $6,691-47.6% |
| Admin fee / account holder | $603 | $16,382-96.3% | $13,914-95.7% | $13,402-95.5% |