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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 | $74,938 | $78,425-4.4% | $95,956-21.9% | $79,858-6.2% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.3pp |
| Annual return | 4.12% | 19.37%-15.3pp | 91.63%-87.5pp | 31.72%-27.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,390 | $3,440+27.6% | $4,167+5.4% | $3,740+17.4% |
| Admin fee / account holder | $30,492 | $5,622+442.4% | $6,797+348.6% | $5,306+474.7% |