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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 | $60,540 | $125,237-51.7% | $105,608-42.7% | $145,877-58.5% |
| Participation rate | 45.8% | 77.7%-31.8pp | 75.3%-29.5pp | 80.3%-34.5pp |
| Annual return | 6.38% | 225.76%-219.4pp | 116.50%-110.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,110 | $5,711-63.1% | $5,010-57.9% | $6,691-68.5% |
| Admin fee / account holder | $12,411 | $17,287-28.2% | $11,028+12.5% | $13,402-7.4% |