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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 | $66,759 | $95,453-30.1% | $112,040-40.4% | $82,448-19.0% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 8.93% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,353 | $4,224+3.1% | $5,098-14.6% | $4,139+5.2% |
| Admin fee / account holder | $104,662 | $9,013+1061.2% | $12,098+765.1% | $7,234+1346.7% |