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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 | $69,512 | $106,280-34.6% | $96,538-28.0% | $139,487-50.2% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.2pp |
| Annual return | 5.33% | 38.48%-33.2pp | 35.74%-30.4pp | 373.84%-368.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,547 | $5,457+38.3% | $4,880+54.6% | $6,713+12.4% |
| Admin fee / account holder | $3,328 | $7,888-57.8% | $6,737-50.6% | $11,407-70.8% |