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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 | $66,570 | $61,125+8.9% | $94,057-29.2% | $87,485-23.9% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.3%-35.8pp | 68.9%-31.4pp |
| Annual return | 8.33% | 35.20%-26.9pp | 480.62%-472.3pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,246 | $3,260+30.2% | $4,709-9.8% | $4,274-0.7% |
| Admin fee / account holder | $30,902 | $5,629+449.0% | $7,244+326.6% | $7,775+297.5% |