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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 | $95,404-30.0% | $113,397-41.1% | $82,637-19.2% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 8.93% | 19.08%-10.2pp | 23.20%-14.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,353 | $4,220+3.2% | $5,076-14.3% | $4,126+5.5% |
| Admin fee / account holder | $104,662 | $9,168+1041.6% | $11,957+775.3% | $7,339+1326.1% |