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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 | $69,660 | $93,598-25.6% | $135,974-48.8% | $75,173-7.3% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 12.66% | 30.89%-18.2pp | 68.30%-55.6pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,350 | $6,405-32.1% | $7,760-43.9% | $4,126+5.4% |
| Admin fee / account holder | $11,875 | $6,978+70.2% | $10,767+10.3% | $5,651+110.2% |