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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 | $51,638+28.9% | $68,368-2.6% | $82,448-19.3% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 8.33% | 37.53%-29.2pp | 292.57%-284.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,246 | $2,914+45.7% | $4,123+3.0% | $4,139+2.6% |
| Admin fee / account holder | $30,902 | $4,643+565.5% | $5,150+500.1% | $7,234+327.2% |